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 | $2,550,462 | -0.8% | 35,237 | +1.9% | 2.18% | +0.3% |
| Q2 2023 | $2,570,339 | +1.5% | 34,580 | -0.7% | 2.17% | -8.3% |
| Q1 2023 | $2,533,491 | -32.7% | 34,829 | -33.3% | 2.36% | -33.2% |
| Q4 2022 | $3,766,809 | +47.2% | 52,244 | +34.9% | 3.54% | +26.9% |
| Q3 2022 | $2,559,000 | -4.0% | 38,717 | +1.9% | 2.79% | +2.0% |
| Q2 2022 | $2,666,000 | -11.6% | 37,977 | -2.4% | 2.73% | +3.0% |
| Q1 2022 | $3,017,000 | -14.8% | 38,894 | -11.2% | 2.65% | -8.4% |
| Q4 2021 | $3,542,000 | -4.8% | 43,780 | -13.5% | 2.90% | -12.2% |
| Q3 2021 | $3,720,000 | -1.7% | 50,613 | -1.6% | 3.30% | -2.0% |
| Q2 2021 | $3,786,000 | +5.7% | 51,430 | -0.7% | 3.36% | -0.9% |
| Q1 2021 | $3,582,000 | -11.2% | 51,773 | -12.8% | 3.40% | -14.7% |
| Q4 2020 | $4,032,000 | – | 59,399 | – | 3.98% | – |
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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% |