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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,694,284 | +32.7% | 119,723 | +32.4% | 1.69% | +34.5% |
| Q4 2022 | $6,550,982 | +0.6% | 90,408 | -8.2% | 1.26% | -16.6% |
| Q3 2022 | $6,511,000 | +40.9% | 98,496 | +49.6% | 1.51% | +50.9% |
| Q2 2022 | $4,622,000 | -10.2% | 65,824 | -0.8% | 1.00% | +4.6% |
| Q1 2022 | $5,146,000 | -28.3% | 66,334 | -25.2% | 0.95% | -24.3% |
| Q4 2021 | $7,173,000 | +100.4% | 88,659 | +82.1% | 1.26% | +85.8% |
| Q3 2021 | $3,579,000 | -69.1% | 48,696 | -69.0% | 0.68% | -71.5% |
| Q2 2021 | $11,566,000 | +40.4% | 157,122 | +32.0% | 2.38% | +41.3% |
| Q1 2021 | $8,239,000 | -23.5% | 119,072 | -24.9% | 1.68% | -26.6% |
| Q4 2020 | $10,768,000 | +33.9% | 158,632 | +25.8% | 2.29% | +22.8% |
| Q3 2020 | $8,039,000 | +3.0% | 126,138 | -2.0% | 1.86% | -5.1% |
| Q2 2020 | $7,807,000 | +31.1% | 128,766 | +16.8% | 1.96% | +11.0% |
| Q1 2020 | $5,954,000 | -3.6% | 110,233 | +17.1% | 1.77% | +13.8% |
| Q4 2019 | $6,176,000 | +16.0% | 94,143 | +13.3% | 1.56% | +8.2% |
| Q3 2019 | $5,326,000 | +12.2% | 83,093 | +8.1% | 1.44% | +3.5% |
| Q2 2019 | $4,747,000 | +46.4% | 76,898 | +39.5% | 1.39% | +40.6% |
| Q1 2019 | $3,242,000 | – | 55,128 | – | 0.99% | – |
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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% |