ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,016,000 | +127.3% | 37,280 | +106.4% | 1.13% | +107.2% |
| Q3 2021 | $1,327,000 | -20.5% | 18,061 | -20.4% | 0.54% | -20.7% |
| Q2 2021 | $1,670,000 | -52.4% | 22,690 | -55.3% | 0.69% | -57.5% |
| Q1 2021 | $3,512,000 | -21.7% | 50,759 | -23.2% | 1.61% | -25.5% |
| Q4 2020 | $4,488,000 | +17.7% | 66,123 | +10.5% | 2.17% | -7.6% |
| Q3 2020 | $3,812,000 | +6.4% | 59,819 | +1.3% | 2.34% | +4.9% |
| Q2 2020 | $3,582,000 | +584.9% | 59,075 | +510.5% | 2.23% | +226.6% |
| Q1 2020 | $523,000 | -18.5% | 9,677 | +3.0% | 0.68% | -0.4% |
| Q4 2019 | $642,000 | – | 9,393 | – | 0.69% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
| Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
| Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
| Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
| Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
| Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
| Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
| Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
| Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |