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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $668,844 | -34.5% | 9,195 | -35.1% | 0.38% | -30.9% |
Q4 2022 | $1,021,657 | -5.3% | 14,170 | -13.2% | 0.54% | +2.6% |
Q3 2022 | $1,079,000 | +2147.9% | 16,325 | +2269.4% | 0.53% | +2684.2% |
Q2 2022 | $48,000 | +500.0% | 689 | +589.0% | 0.02% | +533.3% |
Q1 2022 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% |
Q1 2021 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $7,000 | – | 100 | – | 0.00% | – |
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% |