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 | $3,306,727 | -18.0% | 45,686 | -15.8% | 0.52% | -13.4% |
| Q2 2023 | $4,034,384 | +15.4% | 54,277 | +12.9% | 0.60% | +6.3% |
| Q1 2023 | $3,497,072 | +47.4% | 48,076 | +46.1% | 0.57% | +34.7% |
| Q4 2022 | $2,372,667 | +19.5% | 32,908 | +9.5% | 0.42% | +7.4% |
| Q3 2022 | $1,986,000 | +29.4% | 30,047 | +37.4% | 0.39% | +32.9% |
| Q2 2022 | $1,535,000 | +6.2% | 21,874 | +17.4% | 0.30% | 0.0% |
| Q1 2022 | $1,445,000 | +0.1% | 18,631 | +4.4% | 0.30% | +1.7% |
| Q4 2021 | $1,443,000 | +397.6% | 17,841 | +325.3% | 0.29% | +258.0% |
| Q1 2021 | $290,000 | -4.9% | 4,195 | -6.5% | 0.08% | -10.0% |
| Q4 2020 | $305,000 | – | 4,488 | – | 0.09% | – |
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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% |