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 | $1,290,479 | +0.8% | 17,829 | +3.5% | 0.34% | +19.0% |
| Q2 2023 | $1,280,276 | +5.1% | 17,224 | +2.9% | 0.28% | -4.4% |
| Q1 2023 | $1,217,939 | +105167.0% | 16,744 | +4.3% | 0.30% | +1.0% |
| Q4 2022 | $1,157 | -99.9% | 16,048 | +10.6% | 0.29% | +13.1% |
| Q3 2022 | $959,000 | +13.9% | 14,506 | +20.9% | 0.26% | +0.4% |
| Q2 2022 | $842,000 | -2.2% | 11,995 | +8.0% | 0.26% | +39.2% |
| Q1 2022 | $861,000 | +324.1% | 11,102 | +301.8% | 0.19% | +313.3% |
| Q3 2021 | $203,000 | +0.5% | 2,763 | +0.5% | 0.04% | +4.7% |
| Q2 2021 | $202,000 | +1.0% | 2,750 | -10.0% | 0.04% | -12.2% |
| Q4 2019 | $200,000 | – | 3,054 | – | 0.05% | – |
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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% |