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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $241,319 | +4.0% | 3,347 | -4.5% | 0.03% | -5.6% |
| Q3 2022 | $232,000 | -6.5% | 3,504 | -0.7% | 0.04% | +2.9% |
| Q2 2022 | $248,000 | -9.5% | 3,530 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $274,000 | -7.7% | 3,530 | -3.8% | 0.04% | 0.0% |
| Q4 2021 | $297,000 | -17.7% | 3,668 | -25.3% | 0.04% | -22.9% |
| Q3 2021 | $361,000 | -33.0% | 4,913 | -32.9% | 0.05% | -32.4% |
| Q2 2021 | $539,000 | -31.7% | 7,317 | -35.8% | 0.07% | -34.9% |
| Q1 2021 | $789,000 | -67.5% | 11,405 | -68.1% | 0.11% | -69.9% |
| Q4 2020 | $2,431,000 | -86.2% | 35,808 | -87.0% | 0.36% | -87.3% |
| Q3 2020 | $17,600,000 | +13.8% | 276,166 | +8.2% | 2.84% | +3.5% |
| Q2 2020 | $15,470,000 | +19.8% | 255,159 | +6.7% | 2.74% | -0.3% |
| Q1 2020 | $12,915,000 | -63.5% | 239,118 | -55.7% | 2.75% | -54.2% |
| Q4 2019 | $35,391,000 | +3.6% | 539,497 | +1.2% | 6.01% | -4.1% |
| Q3 2019 | $34,163,000 | +109.8% | 532,964 | +102.0% | 6.26% | +100.3% |
| Q2 2019 | $16,286,000 | – | 263,830 | – | 3.13% | – |
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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% |