ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,016,000 | +127.3% | 37,280 | +106.4% | 1.13% | +107.2% |
| Q3 2021 | $1,327,000 | -20.5% | 18,061 | -20.4% | 0.54% | -20.7% |
| Q2 2021 | $1,670,000 | -52.4% | 22,690 | -55.3% | 0.69% | -57.5% |
| Q1 2021 | $3,512,000 | -21.7% | 50,759 | -23.2% | 1.61% | -25.5% |
| Q4 2020 | $4,488,000 | +17.7% | 66,123 | +10.5% | 2.17% | -7.6% |
| Q3 2020 | $3,812,000 | +6.4% | 59,819 | +1.3% | 2.34% | +4.9% |
| Q2 2020 | $3,582,000 | +584.9% | 59,075 | +510.5% | 2.23% | +226.6% |
| Q1 2020 | $523,000 | -18.5% | 9,677 | +3.0% | 0.68% | -0.4% |
| Q4 2019 | $642,000 | – | 9,393 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 1,092,633 | $91,737,429 | 18.76% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 42,164 | $3,540,089 | 16.12% |
| Cassia Capital Partners, LLC | 238,264 | $20,004,682 | 13.19% |
| Sovereign Investment Advisors, LLC | 323,837 | $25,269,037 | 9.42% |
| Lowe Wealth Advisors, LLC | 231,723 | $19,455,503 | 8.86% |
| Teilinger Capital Ltd. | 241,000 | $20,234,360 | 8.82% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 201,331 | $17,117,162 | 8.66% |
| Halpern Financial, Inc. | 374,389 | $31,433,719 | 8.64% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 72,630 | $6,098,025 | 8.30% |
| Adaptive Financial Consulting, LLC | 226,332 | $19,002,822 | 8.24% |