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 | $5,656,425 | -4.0% | 78,149 | -1.4% | 6.20% | -3.0% |
| Q2 2023 | $5,893,775 | -10.2% | 79,292 | -12.1% | 6.40% | -14.0% |
| Q1 2023 | $6,563,000 | +0.9% | 90,226 | 0.0% | 7.44% | +69.7% |
| Q4 2022 | $6,505,000 | +8.9% | 90,226 | -0.1% | 4.38% | -2.2% |
| Q3 2022 | $5,971,000 | -4.8% | 90,333 | +1.1% | 4.48% | -2.8% |
| Q2 2022 | $6,272,000 | -7.6% | 89,332 | +2.1% | 4.61% | +16.0% |
| Q1 2022 | $6,789,000 | -4.1% | 87,525 | 0.0% | 3.97% | +2.9% |
| Q4 2021 | $7,081,000 | +12.6% | 87,525 | +2.3% | 3.86% | +7.3% |
| Q3 2021 | $6,286,000 | +10.1% | 85,523 | +10.3% | 3.60% | +10.1% |
| Q2 2021 | $5,708,000 | +656.0% | 77,541 | +611.1% | 3.27% | +601.9% |
| Q1 2021 | $755,000 | – | 10,905 | – | 0.47% | – |
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% |