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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $341,000 | -91.7% | 4,392 | -91.4% | 0.16% | -91.6% |
| Q4 2021 | $4,129,000 | +1735.1% | 51,038 | +1564.6% | 1.90% | +1540.5% |
| Q3 2021 | $225,000 | -8.5% | 3,066 | -8.3% | 0.12% | -6.5% |
| Q2 2021 | $246,000 | -91.7% | 3,345 | -92.2% | 0.12% | -92.3% |
| Q1 2021 | $2,957,000 | +752.2% | 42,742 | +735.8% | 1.61% | +746.3% |
| Q4 2020 | $347,000 | +1.5% | 5,114 | -4.7% | 0.19% | -8.7% |
| Q3 2020 | $342,000 | -4.2% | 5,368 | -18.7% | 0.21% | -21.2% |
| Q1 2020 | $357,000 | -52.8% | 6,601 | -42.7% | 0.26% | -61.6% |
| Q4 2019 | $756,000 | – | 11,530 | – | 0.69% | – |
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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% |