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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,856,910 | -10.0% | 69,000 | 0.0% | 0.18% | +10.8% |
| Q1 2022 | $5,395,800 | -52.6% | 69,000 | -53.1% | 0.17% | -21.6% |
| Q4 2021 | $11,380,000 | +96.5% | 147,000 | +88.5% | 0.21% | -1.8% |
| Q3 2021 | $5,791,000 | +0.8% | 78,000 | 0.0% | 0.22% | +3.3% |
| Q2 2021 | $5,746,000 | -46.8% | 78,000 | -50.0% | 0.21% | +2.4% |
| Q1 2021 | $10,806,000 | -75.9% | 156,000 | -77.4% | 0.20% | -75.5% |
| Q4 2020 | $44,796,000 | -18.4% | 691,000 | -20.2% | 0.84% | -23.8% |
| Q3 2020 | $54,870,000 | -59.6% | 866,000 | -61.4% | 1.10% | -37.8% |
| Q2 2020 | $135,873,000 | +167.3% | 2,243,000 | +144.3% | 1.76% | +45.8% |
| Q1 2020 | $50,830,000 | +167.8% | 918,000 | +216.6% | 1.21% | +224.4% |
| Q4 2019 | $18,984,000 | +105.2% | 290,000 | +100.0% | 0.37% | +0.8% |
| Q3 2019 | $9,251,000 | – | 145,000 | – | 0.37% | – |
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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% |