ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,189,561 | -5.2% | 108,071 | -7.0% | 0.86% | -2.3% |
| Q2 2023 | $8,635,720 | +22.7% | 116,182 | -67.7% | 0.88% | +123.7% |
| Q1 2023 | $7,036,085 | -31.3% | 359,653 | +153.0% | 0.39% | -14.2% |
| Q4 2022 | $10,247,517 | +16.7% | 142,128 | +7.0% | 0.46% | -11.6% |
| Q3 2022 | $8,782,000 | +1.7% | 132,853 | +9.3% | 0.52% | -32.5% |
| Q2 2022 | $8,634,000 | -23.6% | 121,498 | -16.6% | 0.77% | +20.4% |
| Q1 2022 | $11,294,000 | -9.8% | 145,602 | -5.9% | 0.64% | -39.8% |
| Q4 2021 | $12,520,000 | +9.0% | 154,753 | -6.8% | 1.06% | +15.2% |
| Q1 2021 | $11,489,000 | -21.1% | 166,054 | -22.6% | 0.92% | -31.6% |
| Q4 2020 | $14,557,000 | – | 214,450 | – | 1.34% | – |
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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% |