ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592,887 | -3.2% | 8,191 | -0.6% | 0.21% | -5.0% |
| Q2 2023 | $612,577 | -10.8% | 8,241 | -12.7% | 0.22% | -19.0% |
| Q1 2023 | $686,967 | -2.1% | 9,444 | -3.0% | 0.27% | -14.9% |
| Q4 2022 | $702,000 | +9.3% | 9,736 | +0.2% | 0.32% | -2.5% |
| Q3 2022 | $642,000 | -8.8% | 9,712 | -3.2% | 0.32% | -15.2% |
| Q2 2022 | $704,000 | -9.6% | 10,030 | -0.2% | 0.38% | +10.4% |
| Q1 2022 | $779,000 | -3.8% | 10,047 | +0.3% | 0.35% | -1.7% |
| Q4 2021 | $810,000 | +7.3% | 10,014 | -2.6% | 0.35% | -3.6% |
| Q3 2021 | $755,000 | +6.6% | 10,277 | +0.4% | 0.36% | -3.2% |
| Q2 2021 | $708,000 | 0.0% | 10,238 | 0.0% | 0.38% | 0.0% |
| Q1 2021 | $708,000 | +1.6% | 10,238 | -0.2% | 0.38% | -13.1% |
| Q4 2020 | $697,000 | – | 10,262 | – | 0.43% | – |
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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% |