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 | $5,699,299 | -0.3% | 78,741 | +2.4% | 2.76% | +0.8% |
| Q2 2023 | $5,718,411 | +5.0% | 76,933 | +2.7% | 2.73% | -5.9% |
| Q1 2023 | $5,447,626 | +6.9% | 74,892 | +5.9% | 2.90% | +3.1% |
| Q4 2022 | $5,097,956 | +0.6% | 70,707 | -3.5% | 2.82% | +2.5% |
| Q3 2022 | $5,067,000 | -3.4% | 73,257 | -2.0% | 2.75% | -3.7% |
| Q2 2022 | $5,246,000 | -6.0% | 74,725 | +3.8% | 2.86% | +12.5% |
| Q1 2022 | $5,582,000 | -7.2% | 71,957 | -3.8% | 2.54% | -0.5% |
| Q4 2021 | $6,014,000 | +3.1% | 74,802 | -0.6% | 2.55% | +0.4% |
| Q3 2021 | $5,833,000 | -9.7% | 75,218 | -12.3% | 2.54% | -16.5% |
| Q2 2021 | $6,458,000 | – | 85,784 | – | 3.04% | – |
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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% |