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 | $307,585 | -16.7% | 4,250 | -14.4% | 0.13% | -7.6% |
Q2 2023 | $369,165 | +2.3% | 4,967 | +0.1% | 0.14% | -19.4% |
Q1 2023 | $360,885 | -8.7% | 4,962 | -9.5% | 0.18% | -0.6% |
Q4 2022 | $395,247 | +9.2% | 5,482 | +0.0% | 0.18% | -1.6% |
Q3 2022 | $362,000 | -4.0% | 5,480 | +2.0% | 0.18% | -3.7% |
Q2 2022 | $377,000 | -12.1% | 5,371 | -2.9% | 0.19% | 0.0% |
Q1 2022 | $429,000 | +21.5% | 5,529 | +26.6% | 0.19% | +34.5% |
Q4 2021 | $353,000 | +11.4% | 4,369 | +1.2% | 0.14% | -4.1% |
Q3 2021 | $317,000 | +4.6% | 4,317 | +4.7% | 0.15% | +7.2% |
Q2 2021 | $303,000 | -18.1% | 4,122 | -19.9% | 0.14% | -24.2% |
Q1 2021 | $370,000 | +0.5% | 5,148 | -5.0% | 0.18% | -12.5% |
Q4 2020 | $368,000 | +13.9% | 5,420 | +7.8% | 0.21% | +7.8% |
Q3 2020 | $323,000 | – | 5,030 | – | 0.19% | – |
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% |