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 | $1,385,236 | +8.2% | 19,138 | +11.1% | 1.24% | +6.1% |
| Q2 2023 | $1,280,363 | +3.8% | 17,225 | +1.6% | 1.17% | -5.3% |
| Q1 2023 | $1,233,075 | +10.9% | 16,952 | +9.9% | 1.24% | +1.2% |
| Q4 2022 | $1,111,873 | +17.5% | 15,421 | +7.8% | 1.22% | +6.7% |
| Q3 2022 | $946,000 | -1.0% | 14,309 | +5.1% | 1.15% | -0.4% |
| Q2 2022 | $956,000 | -4.6% | 13,613 | +5.4% | 1.15% | +9.4% |
| Q1 2022 | $1,002,000 | -13.3% | 12,914 | -9.6% | 1.05% | -9.9% |
| Q4 2021 | $1,156,000 | – | 14,288 | – | 1.17% | – |
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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% |