ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310 | -32.9% | 4,279 | -31.1% | 0.06% | -68.5% |
| Q2 2023 | $462 | -0.2% | 6,211 | 0.0% | 0.20% | +74.3% |
| Q4 2022 | $463 | -99.9% | 6,211 | 0.0% | 0.11% | -5.0% |
| Q3 2022 | $411,000 | -5.7% | 6,211 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $436,000 | -9.5% | 6,211 | 0.0% | 0.12% | -1.7% |
| Q1 2022 | $482,000 | -4.0% | 6,211 | 0.0% | 0.12% | -2.4% |
| Q4 2021 | $502,000 | +9.8% | 6,211 | 0.0% | 0.12% | -54.2% |
| Q3 2021 | $457,000 | 0.0% | 6,211 | 0.0% | 0.27% | +76.0% |
| Q2 2021 | $457,000 | +6.3% | 6,211 | 0.0% | 0.15% | +11.6% |
| Q1 2021 | $430,000 | +1.9% | 6,211 | 0.0% | 0.14% | +16.0% |
| Q4 2020 | $422,000 | +6.6% | 6,211 | 0.0% | 0.12% | -10.5% |
| Q3 2020 | $396,000 | +4.8% | 6,211 | 0.0% | 0.13% | -2.9% |
| Q2 2020 | $378,000 | +12.8% | 6,211 | 0.0% | 0.14% | 0.0% |
| Q1 2020 | $335,000 | – | 6,211 | – | 0.14% | – |
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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% |