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 | $12,249,981 | +28.8% | 169,245 | +32.2% | 2.78% | +33.6% |
| Q2 2023 | $9,512,394 | +4336.0% | 127,975 | +4241.1% | 2.08% | +4151.0% |
| Q1 2023 | $214,438 | -98.6% | 2,948 | -98.5% | 0.05% | -98.8% |
| Q4 2021 | $15,720,000 | +5.7% | 194,315 | -3.9% | 4.08% | -0.4% |
| Q3 2021 | $14,866,000 | -18.5% | 202,265 | -18.4% | 4.10% | -15.1% |
| Q2 2021 | $18,248,000 | -7.3% | 247,904 | -12.9% | 4.83% | -21.9% |
| Q1 2021 | $19,691,000 | +10429.9% | 284,597 | +10249.0% | 6.19% | +9567.2% |
| Q4 2020 | $187,000 | – | 2,750 | – | 0.06% | – |
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% |