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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,000 | -97.8% | 104 | -97.4% | 0.01% | -93.0% |
| Q1 2022 | $315,000 | -13.2% | 4,062 | -9.4% | 0.07% | -7.8% |
| Q4 2021 | $363,000 | +1352.0% | 4,485 | +1226.9% | 0.08% | +1183.3% |
| Q3 2021 | $25,000 | 0.0% | 338 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $25,000 | -80.5% | 338 | -81.7% | 0.01% | -81.2% |
| Q1 2021 | $128,000 | -76.7% | 1,851 | -77.1% | 0.03% | -68.3% |
| Q4 2020 | $549,000 | +31.0% | 8,081 | +22.9% | 0.10% | +14.8% |
| Q3 2020 | $419,000 | +10.8% | 6,573 | +5.3% | 0.09% | +7.3% |
| Q2 2020 | $378,000 | +14.9% | 6,241 | +2.5% | 0.08% | -3.5% |
| Q1 2020 | $329,000 | +6.8% | 6,086 | +29.4% | 0.08% | +28.8% |
| Q4 2019 | $308,000 | -64.3% | 4,705 | -65.0% | 0.07% | -56.9% |
| Q3 2019 | $863,000 | +601.6% | 13,458 | +485.1% | 0.15% | +446.4% |
| Q2 2019 | $123,000 | -51.0% | 2,300 | -46.2% | 0.03% | -41.7% |
| Q1 2019 | $251,000 | +28.1% | 4,275 | +14.5% | 0.05% | +14.3% |
| Q4 2018 | $196,000 | -18.7% | 3,734 | -11.4% | 0.04% | -12.5% |
| Q3 2018 | $241,000 | -5.1% | 4,216 | -11.4% | 0.05% | -12.7% |
| Q2 2018 | $254,000 | -0.4% | 4,759 | -2.8% | 0.06% | -3.5% |
| Q1 2018 | $255,000 | +51.8% | 4,896 | +2385.3% | 0.06% | +42.5% |
| Q4 2017 | $168,000 | – | 197 | – | 0.04% | – |
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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% |