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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,047 | -99.9% | 69,709 | -10.3% | 1.26% | -11.5% |
| Q2 2023 | $5,749,248 | +6.3% | 77,677 | +4.6% | 1.42% | +27.2% |
| Q1 2023 | $5,409,022 | +124.2% | 74,286 | +103.4% | 1.12% | +73.3% |
| Q3 2022 | $2,413,000 | +49.8% | 36,515 | +59.0% | 0.64% | -1.4% |
| Q2 2022 | $1,611,000 | -1.9% | 22,960 | +7.7% | 0.65% | +10.1% |
| Q1 2022 | $1,643,000 | -98.6% | 21,314 | +8.3% | 0.59% | -88.0% |
| Q4 2021 | $113,678,000 | +17887.0% | 19,673 | +128.6% | 4.93% | +2092.9% |
| Q3 2021 | $632,000 | +13.3% | 8,606 | +13.5% | 0.22% | +3.7% |
| Q2 2021 | $558,000 | -54.3% | 7,581 | -58.6% | 0.22% | -63.6% |
| Q1 2021 | $1,220,000 | 0.0% | 18,312 | 0.0% | 0.60% | -0.2% |
| Q4 2020 | $1,220,000 | -30.1% | 18,312 | -33.2% | 0.60% | -42.0% |
| Q3 2020 | $1,746,000 | +28.3% | 27,400 | +22.0% | 1.03% | +7.4% |
| Q2 2020 | $1,361,000 | -16.9% | 22,454 | -25.5% | 0.96% | -33.1% |
| Q1 2020 | $1,638,000 | -20.8% | 30,120 | -4.5% | 1.43% | -12.2% |
| Q4 2019 | $2,069,000 | +58.7% | 31,541 | +55.1% | 1.63% | +32.1% |
| Q3 2019 | $1,304,000 | +108.6% | 20,340 | +100.8% | 1.23% | +125.2% |
| Q2 2019 | $625,000 | +33.5% | 10,132 | +27.1% | 0.55% | +55.7% |
| Q1 2019 | $468,000 | +43.1% | 7,974 | +27.4% | 0.35% | +44.3% |
| Q4 2018 | $327,000 | – | 6,258 | – | 0.24% | – |
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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% |