ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,649,146 | -5.5% | 382,000 | -2.9% | 22.63% | -1.9% |
| Q2 2023 | $29,246,054 | +2.9% | 393,462 | +0.7% | 23.06% | +1.1% |
| Q1 2023 | $28,413,170 | +13.3% | 390,613 | +12.3% | 22.81% | +10.7% |
| Q4 2022 | $25,069,705 | +19.5% | 347,707 | +9.6% | 20.61% | +7.2% |
| Q3 2022 | $20,978,000 | +7.6% | 317,368 | +14.3% | 19.22% | -1.3% |
| Q2 2022 | $19,494,000 | -10.7% | 277,658 | -1.4% | 19.46% | +11.2% |
| Q1 2022 | $21,842,000 | -16.7% | 281,576 | -13.1% | 17.50% | -0.6% |
| Q4 2021 | $26,221,000 | +8.2% | 324,120 | -1.5% | 17.61% | -3.3% |
| Q2 2021 | $24,233,000 | +11.2% | 329,212 | +4.5% | 18.22% | -7.6% |
| Q1 2021 | $21,797,000 | -11.5% | 315,024 | -13.2% | 19.73% | -17.1% |
| Q4 2020 | $24,638,000 | – | 362,961 | – | 23.80% | – |
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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% |