ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,718,891 | -2.8% | 92,828 | -0.2% | 0.51% | +0.4% |
| Q2 2023 | $6,913,062 | +2.5% | 93,005 | +0.3% | 0.51% | -4.0% |
| Q1 2023 | $6,743,143 | +3.9% | 92,702 | +3.0% | 0.53% | +4.8% |
| Q4 2022 | $6,488,495 | +9.1% | 89,993 | 0.0% | 0.50% | -1.2% |
| Q3 2022 | $5,949,000 | -5.8% | 89,993 | 0.0% | 0.51% | -9.1% |
| Q2 2022 | $6,318,000 | -9.1% | 89,993 | +0.5% | 0.56% | +8.1% |
| Q1 2022 | $6,949,000 | +90.9% | 89,586 | +99.1% | 0.52% | +95.1% |
| Q4 2021 | $3,641,000 | +10.1% | 45,000 | 0.0% | 0.27% | -0.4% |
| Q3 2021 | $3,308,000 | -0.1% | 45,000 | 0.0% | 0.27% | +3.5% |
| Q2 2021 | $3,312,000 | +6.4% | 45,000 | 0.0% | 0.26% | +0.4% |
| Q1 2021 | $3,114,000 | – | 45,000 | – | 0.26% | – |
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% |