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 | $7,849,588 | -20.8% | 108,450 | -18.7% | 1.17% | -8.6% |
Q2 2023 | $9,917,206 | -3.4% | 133,421 | -5.5% | 1.28% | -4.8% |
Q1 2023 | $10,270,560 | +7.8% | 141,195 | +6.8% | 1.35% | +2.0% |
Q4 2022 | $9,528,148 | +14.0% | 132,152 | +4.5% | 1.32% | -1.8% |
Q3 2022 | $8,361,000 | -5.7% | 126,485 | +0.2% | 1.35% | -0.8% |
Q2 2022 | $8,865,000 | -9.4% | 126,270 | +0.1% | 1.36% | +3.1% |
Q1 2022 | $9,787,000 | -6.8% | 126,168 | -2.8% | 1.32% | -5.6% |
Q4 2021 | $10,499,000 | +6.1% | 129,780 | +0.3% | 1.40% | +4.5% |
Q3 2021 | $9,892,000 | -36.3% | 129,422 | -38.7% | 1.34% | -37.5% |
Q2 2021 | $15,530,000 | +10.7% | 210,970 | +4.1% | 2.14% | +2.7% |
Q1 2021 | $14,025,000 | +10.2% | 202,710 | +8.1% | 2.08% | -5.3% |
Q4 2020 | $12,725,000 | – | 187,469 | – | 2.20% | – |
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% |