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 | $446,946 | -2.6% | 6,175 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $458,987 | +2.2% | 6,175 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $449,169 | +0.9% | 6,175 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $445,217 | +9.1% | 6,175 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $408,000 | -6.0% | 6,175 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $434,000 | -9.4% | 6,175 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $479,000 | -4.2% | 6,175 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $500,000 | +10.1% | 6,175 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $454,000 | -0.2% | 6,175 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $455,000 | +88.0% | 6,175 | +37.9% | 0.02% | +20.0% |
| Q1 2021 | $242,000 | -17.7% | 4,479 | +3.5% | 0.02% | +36.4% |
| Q4 2020 | $294,000 | -1.0% | 4,329 | -7.0% | 0.01% | -15.4% |
| Q3 2020 | $297,000 | +13.4% | 4,655 | +7.5% | 0.01% | +8.3% |
| Q2 2020 | $262,000 | +8.3% | 4,329 | -3.3% | 0.01% | -7.7% |
| Q1 2020 | $242,000 | -11.4% | 4,479 | +7.6% | 0.01% | -7.1% |
| Q4 2019 | $273,000 | +2.2% | 4,162 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $267,000 | – | 4,162 | – | 0.01% | – |
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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% |