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 | $2,827,332 | -7.1% | 39,062 | -4.6% | 1.76% | -7.8% |
| Q2 2023 | $3,042,946 | -2.8% | 40,938 | -4.9% | 1.91% | -12.6% |
| Q1 2023 | $3,131,608 | -6.6% | 43,052 | -8.4% | 2.19% | -21.8% |
| Q4 2022 | $3,353,751 | +2.1% | 47,000 | -6.0% | 2.80% | -3.1% |
| Q3 2022 | $3,285,000 | -8.2% | 50,000 | 0.0% | 2.89% | -7.6% |
| Q2 2022 | $3,577,000 | -14.6% | 50,000 | -7.4% | 3.13% | +4.8% |
| Q1 2022 | $4,187,000 | -11.6% | 54,000 | -8.5% | 2.98% | -8.2% |
| Q4 2021 | $4,734,000 | +3.2% | 59,000 | -5.5% | 3.25% | -4.4% |
| Q3 2021 | $4,588,000 | -6.7% | 62,424 | -6.5% | 3.40% | -0.7% |
| Q2 2021 | $4,915,000 | +1.3% | 66,765 | -3.2% | 3.42% | -5.4% |
| Q1 2021 | $4,851,000 | +3.0% | 68,946 | -0.2% | 3.62% | -1.9% |
| Q4 2020 | $4,710,000 | – | 69,078 | – | 3.69% | – |
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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% |