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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $132,976 | -84.2% | 1,789 | -83.5% | 0.01% | -87.8% |
| Q1 2022 | $843,000 | +36.4% | 10,870 | +42.2% | 0.07% | +48.0% |
| Q4 2021 | $618,000 | -15.9% | 7,645 | -23.6% | 0.05% | -7.4% |
| Q3 2021 | $735,000 | +75.0% | 10,000 | +75.0% | 0.05% | +63.6% |
| Q2 2021 | $420,000 | +924.4% | 5,715 | +852.5% | 0.03% | +725.0% |
| Q1 2021 | $41,000 | -31.7% | 600 | -40.0% | 0.00% | -50.0% |
| Q2 2020 | $60,000 | -89.5% | 1,000 | -90.6% | 0.01% | -97.9% |
| Q1 2020 | $573,000 | +309.3% | 10,625 | +384.9% | 0.37% | +2564.3% |
| Q3 2019 | $140,000 | – | 2,191 | – | 0.01% | – |
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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% |