ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $171,468 | -2.6% | 2,369 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $176,088 | +1.5% | 2,369 | -0.7% | 0.01% | -12.5% |
| Q1 2023 | $173,558 | +1.6% | 2,386 | +0.7% | 0.01% | 0.0% |
| Q4 2022 | $170,805 | +8.8% | 2,369 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $157,000 | -5.4% | 2,369 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $166,000 | -9.8% | 2,369 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $184,000 | -52.1% | 2,369 | -50.0% | 0.01% | 0.0% |
| Q4 2021 | $384,000 | +42.2% | 4,738 | +29.1% | 0.01% | -12.5% |
| Q3 2021 | $270,000 | +132.8% | 3,669 | +133.0% | 0.01% | +166.7% |
| Q2 2021 | $116,000 | 0.0% | 1,575 | -6.0% | 0.00% | -25.0% |
| Q1 2021 | $116,000 | -38.9% | 1,675 | -39.9% | 0.00% | -33.3% |
| Q4 2020 | $190,000 | +77.6% | 2,789 | +66.5% | 0.01% | +50.0% |
| Q3 2020 | $107,000 | – | 1,675 | – | 0.00% | – |
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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% |