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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,389,983 | -2.8% | 19,204 | -0.1% | 0.34% | +4.7% |
Q2 2023 | $1,429,363 | -23.0% | 19,230 | -24.6% | 0.32% | -27.8% |
Q1 2023 | $1,855,427 | -6.4% | 25,508 | -7.2% | 0.45% | -8.2% |
Q4 2022 | $1,981,737 | +9.1% | 27,486 | +0.0% | 0.49% | +2.7% |
Q3 2022 | $1,816,000 | -12.5% | 27,474 | -7.0% | 0.47% | +24.1% |
Q2 2022 | $2,075,000 | +470.1% | 29,548 | +528.8% | 0.38% | +514.5% |
Q1 2022 | $364,000 | +14.1% | 4,699 | +8.3% | 0.06% | +6.9% |
Q3 2021 | $319,000 | 0.0% | 4,340 | 0.0% | 0.06% | -3.3% |
Q2 2021 | $319,000 | -28.3% | 4,340 | -32.5% | 0.06% | -34.8% |
Q1 2021 | $445,000 | -48.4% | 6,433 | -49.4% | 0.09% | -52.6% |
Q4 2020 | $863,000 | -46.8% | 12,718 | -50.0% | 0.19% | -53.5% |
Q3 2020 | $1,621,000 | +124.5% | 25,434 | +113.6% | 0.42% | +52.2% |
Q2 2020 | $722,000 | -3.1% | 11,907 | -13.7% | 0.27% | -16.2% |
Q1 2020 | $745,000 | -13.8% | 13,790 | +4.7% | 0.33% | -4.4% |
Q4 2019 | $864,000 | – | 13,175 | – | 0.34% | – |
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% |