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 2022 | $2,336,000 | -4.1% | 30,121 | +0.0% | 0.54% | +0.9% |
| Q4 2021 | $2,436,000 | +1.4% | 30,116 | -2.6% | 0.53% | +2.9% |
| Q3 2021 | $2,402,000 | +5.8% | 30,922 | -5.7% | 0.52% | -9.0% |
| Q1 2021 | $2,270,000 | -5.5% | 32,807 | -7.3% | 0.57% | -15.8% |
| Q4 2020 | $2,403,000 | -14.8% | 35,407 | -20.0% | 0.67% | -26.3% |
| Q3 2020 | $2,820,000 | -7.7% | 44,251 | -12.2% | 0.91% | -15.5% |
| Q2 2020 | $3,056,000 | -15.6% | 50,402 | -24.8% | 1.08% | -32.4% |
| Q1 2020 | $3,620,000 | -21.8% | 67,030 | -5.0% | 1.60% | -1.5% |
| Q4 2019 | $4,627,000 | -8.0% | 70,540 | -10.1% | 1.62% | -10.5% |
| Q3 2019 | $5,028,000 | +39.2% | 78,435 | +34.1% | 1.81% | +35.2% |
| Q2 2019 | $3,612,000 | +35.5% | 58,506 | +29.0% | 1.34% | +36.6% |
| Q1 2019 | $2,666,000 | +87.9% | 45,341 | +67.5% | 0.98% | +55.3% |
| Q4 2018 | $1,419,000 | – | 27,077 | – | 0.63% | – |
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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% |