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 | $635,424 | -3.3% | 8,779 | -0.6% | 0.63% | -0.8% |
| Q2 2023 | $656,780 | -0.3% | 8,836 | -2.4% | 0.64% | -9.9% |
| Q1 2023 | $658,733 | -11.9% | 9,056 | -12.6% | 0.71% | -18.5% |
| Q4 2022 | $747,447 | +6.9% | 10,367 | -2.0% | 0.87% | -3.0% |
| Q3 2022 | $699,000 | -7.4% | 10,576 | -1.7% | 0.90% | -5.8% |
| Q2 2022 | $755,000 | -11.9% | 10,760 | -2.7% | 0.95% | +26.7% |
| Q1 2022 | $857,000 | -6.1% | 11,053 | -2.0% | 0.75% | -2.3% |
| Q4 2021 | $913,000 | +8.3% | 11,283 | -1.6% | 0.77% | +4.8% |
| Q3 2021 | $843,000 | -10.1% | 11,468 | -10.0% | 0.73% | -10.5% |
| Q2 2021 | $938,000 | -0.2% | 12,748 | -6.1% | 0.82% | -6.3% |
| Q1 2021 | $940,000 | -26.4% | 13,580 | -27.8% | 0.87% | -28.9% |
| Q4 2020 | $1,277,000 | – | 18,813 | – | 1.23% | – |
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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% |