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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,650 | -19.3% | 2,786 | -17.1% | 0.05% | -23.9% |
| Q2 2023 | $249,823 | -17.0% | 3,361 | -18.8% | 0.07% | -27.6% |
| Q1 2023 | $301,070 | -27.9% | 4,139 | -28.5% | 0.10% | -25.2% |
| Q4 2022 | $417,603 | -9.6% | 5,792 | -17.3% | 0.13% | -32.1% |
| Q3 2022 | $462,000 | -8.0% | 7,001 | -2.2% | 0.19% | -12.3% |
| Q2 2022 | $502,000 | -27.9% | 7,156 | -20.2% | 0.22% | -14.1% |
| Q1 2022 | $696,000 | -35.9% | 8,973 | -33.1% | 0.26% | -33.3% |
| Q4 2021 | $1,085,000 | +10.3% | 13,419 | +0.2% | 0.38% | -1.5% |
| Q3 2021 | $984,000 | -34.9% | 13,395 | -34.8% | 0.39% | -33.2% |
| Q2 2021 | $1,512,000 | -64.8% | 20,548 | -66.9% | 0.58% | -67.2% |
| Q1 2021 | $4,291,000 | -52.5% | 62,022 | -53.4% | 1.78% | -53.4% |
| Q4 2020 | $9,040,000 | +9.1% | 133,190 | +2.5% | 3.82% | +0.7% |
| Q3 2020 | $8,283,000 | -36.4% | 129,974 | -39.5% | 3.80% | -32.9% |
| Q2 2020 | $13,019,000 | +10.1% | 214,726 | -1.9% | 5.66% | -8.7% |
| Q1 2020 | $11,827,000 | +120.5% | 218,983 | +167.8% | 6.19% | +189.4% |
| Q4 2019 | $5,364,000 | – | 81,768 | – | 2.14% | – |
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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% |