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 | $309,053 | +16.2% | 4,226 | +18.0% | 0.22% | +15.5% |
| Q2 2023 | $265,958 | +1.2% | 3,580 | +0.3% | 0.19% | +3.2% |
| Q1 2023 | $262,771 | +10.4% | 3,568 | +9.6% | 0.19% | +19.1% |
| Q4 2022 | $238,011 | +17.8% | 3,254 | +15.3% | 0.16% | +18.9% |
| Q2 2022 | $202,000 | -7.8% | 2,821 | +0.4% | 0.13% | -6.4% |
| Q1 2022 | $219,000 | +0.5% | 2,811 | +0.3% | 0.14% | +7.6% |
| Q4 2021 | $218,000 | +4.8% | 2,802 | +0.3% | 0.13% | +4.8% |
| Q3 2021 | $208,000 | -0.5% | 2,793 | +0.4% | 0.12% | -1.6% |
| Q2 2021 | $209,000 | – | 2,783 | – | 0.13% | – |
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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% |