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 | $1,185,987 | -22.1% | 16,386 | -20.0% | 1.09% | -19.4% |
| Q2 2023 | $1,521,528 | +17.2% | 20,470 | +14.7% | 1.35% | +0.2% |
| Q1 2023 | $1,298,623 | +1.7% | 17,853 | +0.1% | 1.35% | +1.7% |
| Q4 2022 | $1,277,189 | +30.9% | 17,838 | +30.1% | 1.33% | +26.2% |
| Q3 2022 | $976,000 | +18.3% | 13,706 | +22.2% | 1.05% | +18.0% |
| Q2 2022 | $825,000 | +19.6% | 11,220 | +22.2% | 0.89% | +43.2% |
| Q1 2022 | $690,000 | +8.2% | 9,180 | +8.3% | 0.62% | +3.1% |
| Q4 2021 | $638,000 | – | 8,478 | – | 0.60% | – |
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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% |