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 | $293,615 | -41.2% | 4,035 | -40.0% | 0.22% | -40.2% |
| Q2 2023 | $499,721 | +2.2% | 6,723 | 0.0% | 0.37% | +8.0% |
| Q1 2023 | $489,031 | +0.2% | 6,723 | -0.6% | 0.34% | +6.6% |
| Q4 2022 | $487,829 | +9.1% | 6,766 | 0.0% | 0.32% | +5.0% |
| Q3 2022 | $447,000 | -31.4% | 6,766 | -27.1% | 0.30% | -18.5% |
| Q2 2022 | $652,000 | -24.6% | 9,285 | -16.8% | 0.37% | -11.8% |
| Q1 2022 | $865,000 | -4.1% | 11,155 | 0.0% | 0.42% | -1.2% |
| Q4 2021 | $902,000 | +9.1% | 11,155 | -0.8% | 0.43% | -1.8% |
| Q3 2021 | $827,000 | -0.1% | 11,245 | 0.0% | 0.44% | -4.0% |
| Q2 2021 | $828,000 | +6.4% | 11,245 | 0.0% | 0.45% | -3.2% |
| Q1 2021 | $778,000 | +0.5% | 11,245 | -1.3% | 0.47% | -15.7% |
| Q4 2020 | $774,000 | +6.6% | 11,397 | 0.0% | 0.56% | -24.9% |
| Q3 2020 | $726,000 | +4.8% | 11,397 | -0.4% | 0.74% | -3.3% |
| Q2 2020 | $693,000 | +9.3% | 11,438 | -2.5% | 0.76% | -15.2% |
| Q1 2020 | $634,000 | +2.4% | 11,732 | +24.4% | 0.90% | +38.8% |
| Q4 2019 | $619,000 | – | 9,432 | – | 0.65% | – |
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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% |