ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,193,461 | -6.0% | 71,733 | -3.5% | 4.98% | -2.2% |
| Q2 2023 | $5,527,328 | +12.1% | 74,362 | +9.7% | 5.10% | +16.8% |
| Q1 2023 | $4,928,662 | -26.5% | 67,757 | -27.1% | 4.36% | -40.4% |
| Q4 2022 | $6,704,675 | -99.9% | 92,991 | -17.9% | 7.32% | -25.5% |
| Q3 2022 | $7,484,732,000 | +94237.4% | 113,210 | +0.2% | 9.81% | -22.9% |
| Q2 2022 | $7,934,000 | +12.4% | 113,006 | +24.2% | 12.73% | +51.3% |
| Q1 2022 | $7,058,000 | -99.9% | 90,986 | +4.5% | 8.41% | +28.9% |
| Q4 2021 | $7,044,860,000 | – | 87,081 | – | 6.53% | – |
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% |