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 | $366,923 | +55.5% | 5,069 | +59.7% | 0.25% | +56.2% |
| Q2 2023 | $235,962 | +5.8% | 3,175 | +3.6% | 0.16% | -4.2% |
| Q1 2023 | $222,993 | +3.0% | 3,066 | +2.1% | 0.17% | -3.5% |
| Q4 2022 | $216,492 | +2.1% | 3,003 | -6.2% | 0.17% | +2.4% |
| Q3 2022 | $212,000 | -6.6% | 3,201 | -1.0% | 0.17% | -10.6% |
| Q2 2022 | $227,000 | -84.9% | 3,232 | -82.6% | 0.19% | -87.1% |
| Q1 2022 | $1,502,000 | 0.0% | 18,568 | 0.0% | 1.47% | 0.0% |
| Q4 2021 | $1,502,000 | +9.5% | 18,568 | -0.5% | 1.47% | +13.8% |
| Q3 2021 | $1,372,000 | -0.7% | 18,661 | -0.6% | 1.29% | +0.2% |
| Q2 2021 | $1,381,000 | – | 18,767 | – | 1.29% | – |
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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% |