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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,743,647 | -2.9% | 51,722 | -0.3% | 0.66% | -5.0% |
| Q2 2023 | $3,855,067 | +1220.2% | 51,864 | +1276.4% | 0.70% | +1194.4% |
| Q1 2022 | $292,000 | -97.6% | 3,768 | -97.5% | 0.05% | -97.4% |
| Q4 2021 | $12,010,000 | +5875.1% | 148,451 | +5406.3% | 2.06% | +4914.6% |
| Q2 2021 | $201,000 | -93.6% | 2,696 | -94.8% | 0.04% | -94.8% |
| Q2 2020 | $3,158,000 | +78.2% | 52,087 | +58.8% | 0.79% | +26.9% |
| Q1 2020 | $1,772,000 | -89.6% | 32,809 | -87.7% | 0.62% | -85.4% |
| Q3 2019 | $17,059,000 | +337.1% | 266,124 | +320.9% | 4.28% | +306.8% |
| Q2 2019 | $3,903,000 | – | 63,230 | – | 1.05% | – |
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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% |