ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $326,000 | -6.1% | 4,926 | -0.2% | 0.02% | -6.2% |
| Q2 2022 | $347,000 | -15.2% | 4,937 | -6.4% | 0.02% | -11.1% |
| Q1 2022 | $409,000 | -4.2% | 5,276 | 0.0% | 0.02% | -14.3% |
| Q4 2021 | $427,000 | +10.1% | 5,276 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $388,000 | -11.4% | 5,276 | -11.3% | 0.02% | -16.0% |
| Q2 2021 | $438,000 | -2.9% | 5,950 | -8.7% | 0.02% | -19.4% |
| Q1 2021 | $451,000 | +2.0% | 6,515 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $442,000 | +6.5% | 6,515 | 0.0% | 0.03% | -6.1% |
| Q3 2020 | $415,000 | +5.1% | 6,515 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $395,000 | -47.8% | 6,515 | -43.4% | 0.03% | -43.1% |
| Q4 2019 | $756,000 | -6.1% | 11,517 | -8.3% | 0.06% | -13.4% |
| Q3 2019 | $805,000 | – | 12,553 | – | 0.07% | – |
Download | ||||||
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% |