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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,441,279 | +113.2% | 19,990 | +95.6% | 0.21% | -5.1% |
| Q3 2022 | $676,000 | -99.9% | 10,222 | -0.2% | 0.22% | -9.2% |
| Q2 2022 | $719,442,000 | +83361.9% | 10,247 | -7.8% | 0.24% | +2.6% |
| Q1 2022 | $862,000 | -12.6% | 11,113 | -17.2% | 0.23% | -33.6% |
| Q3 2021 | $986,000 | -6.5% | 13,420 | -6.4% | 0.35% | -12.2% |
| Q2 2021 | $1,055,000 | -15.2% | 14,339 | -20.2% | 0.40% | -42.9% |
| Q1 2021 | $1,244,000 | – | 17,974 | – | 0.70% | – |
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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% |