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 | $290,000 | +16.9% | 4,126 | +29.2% | 0.02% | +31.2% |
| Q1 2022 | $248,000 | +16.4% | 3,194 | +21.3% | 0.02% | +14.3% |
| Q4 2021 | $213,000 | -54.4% | 2,633 | -63.0% | 0.01% | -75.0% |
| Q4 2019 | $467,000 | +9.1% | 7,124 | +6.6% | 0.06% | -3.4% |
| Q3 2019 | $428,000 | -0.2% | 6,680 | -4.0% | 0.06% | -6.5% |
| Q2 2019 | $429,000 | +4.4% | 6,955 | -0.5% | 0.06% | -6.1% |
| Q1 2019 | $411,000 | -4.0% | 6,987 | -14.5% | 0.07% | -19.5% |
| Q4 2018 | $428,000 | +7.5% | 8,174 | +17.1% | 0.08% | +7.9% |
| Q3 2018 | $398,000 | -44.8% | 6,978 | -48.5% | 0.08% | -60.4% |
| Q2 2018 | $721,000 | +45.4% | 13,560 | +42.2% | 0.19% | -1.5% |
| Q1 2018 | $496,000 | -1.4% | 9,537 | 0.0% | 0.20% | -15.2% |
| Q4 2017 | $503,000 | – | 9,537 | – | 0.23% | – |
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% |