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 | $871,238 | +243.8% | 12,037 | +249.4% | 0.00% | – |
| Q2 2023 | $253,449 | -92.8% | 3,445 | -93.5% | 0.00% | -100.0% |
| Q3 2022 | $3,524,000 | +568.7% | 52,694 | +710.7% | 0.01% | +500.0% |
| Q4 2021 | $527,000 | -81.7% | 6,500 | -85.3% | 0.00% | -85.7% |
| Q4 2019 | $2,885,000 | +81.8% | 44,077 | +71.5% | 0.01% | +40.0% |
| Q2 2019 | $1,587,000 | -28.0% | 25,700 | -31.5% | 0.01% | -28.6% |
| Q1 2019 | $2,204,000 | +88.2% | 37,491 | +66.3% | 0.01% | +133.3% |
| Q4 2018 | $1,171,000 | +1.8% | 22,539 | +11.8% | 0.00% | +50.0% |
| Q3 2018 | $1,150,000 | -54.0% | 20,158 | -58.1% | 0.00% | -66.7% |
| Q2 2018 | $2,499,000 | 0.0% | 48,118 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $2,499,000 | -14.4% | 48,118 | -13.0% | 0.01% | -45.5% |
| Q4 2017 | $2,919,000 | -41.0% | 55,318 | -43.7% | 0.01% | -42.1% |
| Q3 2017 | $4,949,000 | +183.4% | 98,298 | +174.9% | 0.02% | +137.5% |
| Q2 2017 | $1,746,000 | +470.6% | 35,762 | +458.8% | 0.01% | +300.0% |
| Q1 2017 | $306,000 | -12.1% | 6,400 | -16.9% | 0.00% | 0.0% |
| Q4 2016 | $348,000 | -62.7% | 7,700 | -62.7% | 0.00% | -50.0% |
| Q3 2016 | $933,000 | +130.9% | 20,630 | +131.8% | 0.00% | +100.0% |
| Q2 2016 | $404,000 | – | 8,900 | – | 0.00% | – |
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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% |