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 | $295 | -8.4% | 4,077 | -6.0% | 0.26% | +102.3% |
Q2 2023 | $322 | +875.8% | 4,338 | -99.8% | 0.13% | -83.5% |
Q1 2023 | $33 | -99.7% | 2,382,567 | +1394.6% | 0.79% | -93.5% |
Q4 2022 | $11,493 | -99.9% | 159,410 | +4.5% | 12.13% | +2.0% |
Q3 2022 | $10,085,000 | -1.0% | 152,573 | +5.2% | 11.90% | -1.1% |
Q2 2022 | $10,184,000 | -7.1% | 145,055 | +2.6% | 12.03% | +4.8% |
Q1 2022 | $10,965,000 | +4.2% | 141,361 | +8.7% | 11.48% | -4.2% |
Q4 2021 | $10,520,000 | +13.6% | 130,032 | +3.2% | 11.99% | -18.1% |
Q3 2021 | $9,262,000 | +11.9% | 126,016 | +12.1% | 14.65% | +19.1% |
Q2 2021 | $8,278,000 | +13.4% | 112,458 | +6.6% | 12.29% | +4.5% |
Q1 2021 | $7,300,000 | +11.6% | 105,513 | +9.5% | 11.76% | +186.6% |
Q4 2020 | $6,542,000 | – | 96,381 | – | 4.10% | – |
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% |