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 | $782,087 | -3.9% | 10,923 | 0.0% | 0.11% | +2.8% |
| Q2 2023 | $814,146 | +1.3% | 10,923 | 0.0% | 0.11% | -16.9% |
| Q1 2023 | $803,714 | +2.3% | 10,923 | 0.0% | 0.13% | -4.4% |
| Q4 2022 | $785,473 | +3.5% | 10,923 | -0.4% | 0.14% | -8.1% |
| Q3 2022 | $759,000 | -4.8% | 10,969 | -1.6% | 0.15% | +1.4% |
| Q2 2022 | $797,000 | -9.9% | 11,149 | -1.1% | 0.15% | -3.3% |
| Q1 2022 | $885,000 | -6.6% | 11,269 | -3.8% | 0.15% | +11.0% |
| Q4 2021 | $948,000 | – | 11,719 | – | 0.14% | – |
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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% |