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 | $1,392,659 | -6.0% | 19,241 | -3.5% | 0.64% | -2.0% |
| Q2 2023 | $1,481,838 | +31.6% | 19,936 | +28.8% | 0.65% | +15.0% |
| Q1 2023 | $1,126,306 | -30.2% | 15,484 | -30.8% | 0.57% | -27.6% |
| Q4 2022 | $1,612,907 | +3.5% | 22,370 | +0.0% | 0.78% | +0.8% |
| Q3 2022 | $1,558,000 | -6.3% | 22,364 | -0.7% | 0.78% | -7.7% |
| Q2 2022 | $1,662,000 | -2.8% | 22,522 | -3.3% | 0.84% | -9.3% |
| Q1 2022 | $1,710,000 | -9.2% | 23,285 | +0.0% | 0.93% | -8.2% |
| Q4 2021 | $1,884,000 | +4.3% | 23,282 | -0.1% | 1.01% | +0.6% |
| Q3 2021 | $1,807,000 | +0.6% | 23,306 | -1.1% | 1.01% | -5.5% |
| Q2 2021 | $1,796,000 | -1.7% | 23,559 | -6.9% | 1.06% | -14.7% |
| Q1 2021 | $1,827,000 | +3.5% | 25,302 | -2.5% | 1.25% | -0.1% |
| Q4 2020 | $1,765,000 | – | 25,951 | – | 1.25% | – |
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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% |