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 | $524,317 | -18.8% | 7,244 | -16.7% | 0.26% | -14.6% |
| Q2 2023 | $646,076 | -0.6% | 8,692 | -2.7% | 0.31% | -8.0% |
| Q1 2023 | $649,658 | -0.8% | 8,931 | -1.7% | 0.34% | +2.4% |
| Q4 2022 | $654,792 | +12.3% | 9,082 | +3.0% | 0.33% | 0.0% |
| Q3 2022 | $583,000 | -5.8% | 8,814 | 0.0% | 0.33% | +2.5% |
| Q2 2022 | $619,000 | -12.1% | 8,814 | -2.9% | 0.32% | -7.0% |
| Q1 2022 | $704,000 | -7.4% | 9,074 | -3.4% | 0.34% | -5.2% |
| Q4 2021 | $760,000 | +10.6% | 9,393 | +0.4% | 0.36% | -0.5% |
| Q3 2021 | $687,000 | -1.9% | 9,353 | -1.6% | 0.36% | -5.9% |
| Q2 2021 | $700,000 | +6.9% | 9,508 | +0.4% | 0.39% | -4.2% |
| Q1 2021 | $655,000 | -4.0% | 9,470 | -5.8% | 0.40% | -10.8% |
| Q4 2020 | $682,000 | +3.2% | 10,050 | -3.0% | 0.45% | -15.5% |
| Q3 2020 | $661,000 | -19.5% | 10,366 | -23.4% | 0.54% | -19.0% |
| Q2 2020 | $821,000 | +20.2% | 13,535 | +7.0% | 0.66% | -5.3% |
| Q1 2020 | $683,000 | -15.6% | 12,648 | +2.5% | 0.70% | +7.4% |
| Q4 2019 | $809,000 | – | 12,336 | – | 0.65% | – |
Download | ||||||
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% |