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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,130,000 | -33.7% | 79,028 | -30.8% | 0.01% | -33.3% |
| Q4 2021 | $9,240,000 | -67.7% | 114,219 | -70.6% | 0.01% | -70.7% |
| Q3 2021 | $28,602,000 | +514.7% | 389,137 | +515.5% | 0.04% | +583.3% |
| Q2 2021 | $4,653,000 | -60.9% | 63,218 | -63.3% | 0.01% | -66.7% |
| Q1 2021 | $11,903,000 | +10.4% | 172,033 | +8.3% | 0.02% | -21.7% |
| Q4 2020 | $10,778,000 | +6.5% | 158,780 | 0.0% | 0.02% | -8.0% |
| Q3 2020 | $10,119,000 | +5.1% | 158,780 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $9,627,000 | +34.5% | 158,780 | +19.8% | 0.03% | +13.0% |
| Q1 2020 | $7,157,000 | +34.9% | 132,521 | +42.5% | 0.02% | +76.9% |
| Q3 2018 | $5,305,000 | -36.3% | 93,000 | -40.6% | 0.01% | -38.1% |
| Q2 2018 | $8,325,000 | -3.6% | 156,600 | -5.8% | 0.02% | -4.5% |
| Q1 2018 | $8,636,000 | -3.4% | 166,300 | -1.8% | 0.02% | 0.0% |
| Q4 2017 | $8,941,000 | +1.3% | 169,400 | -3.4% | 0.02% | -54.2% |
| Q3 2017 | $8,830,000 | – | 175,400 | – | 0.05% | – |
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% |