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 | $1,399,907 | -42.0% | 19,341 | -40.5% | 0.53% | -41.1% |
| Q2 2023 | $2,415,656 | -8.6% | 32,499 | -10.6% | 0.90% | -16.5% |
| Q1 2023 | $2,643,667 | +13.1% | 36,344 | +12.1% | 1.08% | +6.1% |
| Q4 2022 | $2,336,564 | +4.9% | 32,407 | -3.8% | 1.02% | -3.1% |
| Q3 2022 | $2,227,000 | +15.0% | 33,690 | +22.1% | 1.05% | +21.3% |
| Q2 2022 | $1,937,000 | -13.6% | 27,594 | -4.5% | 0.87% | -2.5% |
| Q1 2022 | $2,241,000 | -12.3% | 28,890 | -8.6% | 0.89% | -14.3% |
| Q4 2021 | $2,556,000 | – | 31,594 | – | 1.04% | – |
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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% |