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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,877,000 | -10.4% | 40,983 | -1.0% | 0.74% | +7.1% |
| Q1 2022 | $3,210,000 | -9.9% | 41,384 | -6.0% | 0.69% | +0.7% |
| Q4 2021 | $3,562,000 | +15.5% | 44,034 | +4.9% | 0.69% | +2.8% |
| Q3 2021 | $3,085,000 | +3.7% | 41,972 | +5.6% | 0.67% | +2.6% |
| Q2 2021 | $2,976,000 | -8.0% | 39,765 | -14.9% | 0.65% | -21.3% |
| Q1 2021 | $3,234,000 | -9.6% | 46,745 | -11.3% | 0.83% | -22.6% |
| Q4 2020 | $3,577,000 | +5.1% | 52,690 | -1.3% | 1.07% | -16.8% |
| Q3 2020 | $3,404,000 | +7.2% | 53,405 | +2.0% | 1.28% | -19.1% |
| Q2 2020 | $3,175,000 | +21.1% | 52,367 | +7.9% | 1.58% | -15.6% |
| Q1 2020 | $2,621,000 | +21.7% | 48,520 | +52.9% | 1.88% | +91.1% |
| Q4 2019 | $2,154,000 | – | 31,725 | – | 0.98% | – |
Download | ||||||
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% |