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 | $203,000 | -4.2% | 2,623 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $212,000 | 0.0% | 2,623 | -14.5% | 0.07% | -20.5% |
| Q1 2021 | $212,000 | -0.5% | 3,068 | -8.3% | 0.08% | -18.6% |
| Q3 2020 | $213,000 | +4.9% | 3,347 | +0.2% | 0.10% | -1.0% |
| Q2 2020 | $203,000 | -92.1% | 3,340 | -92.9% | 0.10% | -94.6% |
| Q1 2020 | $2,555,000 | -25.1% | 47,309 | -9.1% | 1.92% | -8.1% |
| Q4 2019 | $3,413,000 | -3.8% | 52,027 | -6.0% | 2.09% | -10.6% |
| Q3 2019 | $3,546,000 | +3.5% | 55,322 | -0.3% | 2.34% | -0.0% |
| Q2 2019 | $3,426,000 | -18.9% | 55,501 | -22.8% | 2.34% | -24.2% |
| Q1 2019 | $4,225,000 | – | 71,848 | – | 3.09% | – |
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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% |