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 | $186 | -2.6% | 2,574 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $191 | +2.1% | 2,574 | 0.0% | 0.02% | -8.3% |
| Q1 2023 | $187 | -83.7% | 2,574 | -85.2% | 0.02% | -83.3% |
| Q3 2022 | $1,148 | -99.9% | 17,369 | -1.8% | 0.14% | -5.9% |
| Q2 2022 | $1,242,000 | -20.4% | 17,683 | -12.1% | 0.15% | -18.6% |
| Q1 2022 | $1,560,000 | -9.7% | 20,110 | -5.8% | 0.19% | -3.6% |
| Q4 2021 | $1,728,000 | +8.2% | 21,355 | -1.7% | 0.20% | -2.0% |
| Q3 2021 | $1,597,000 | -89.5% | 21,722 | -89.5% | 0.20% | -89.5% |
| Q2 2021 | $15,246,000 | +3.7% | 207,113 | -2.5% | 1.90% | -4.2% |
| Q1 2021 | $14,703,000 | -6.3% | 212,502 | -8.0% | 1.99% | -9.7% |
| Q4 2020 | $15,687,000 | -28.6% | 231,096 | -33.0% | 2.20% | -39.0% |
| Q3 2020 | $21,981,000 | +3.2% | 344,915 | -1.8% | 3.61% | -6.3% |
| Q2 2020 | $21,293,000 | +11.4% | 351,201 | -0.7% | 3.85% | +3.9% |
| Q1 2020 | $19,108,000 | -19.0% | 353,788 | -1.6% | 3.70% | +11.8% |
| Q4 2019 | $23,589,000 | -6.8% | 359,591 | -9.0% | 3.31% | -11.3% |
| Q3 2019 | $25,323,000 | +5.5% | 395,051 | +1.6% | 3.74% | +2.9% |
| Q2 2019 | $24,009,000 | -6.6% | 388,934 | -11.1% | 3.63% | -12.6% |
| Q1 2019 | $25,719,000 | +13.6% | 437,393 | +1.3% | 4.16% | +1.6% |
| Q4 2018 | $22,631,000 | -8.8% | 431,880 | -0.8% | 4.09% | +1.8% |
| Q3 2018 | $24,826,000 | +4.3% | 435,236 | -0.3% | 4.02% | +0.9% |
| Q2 2018 | $23,804,000 | +3.4% | 436,682 | -1.5% | 3.99% | +1.7% |
| Q1 2018 | $23,018,000 | -2.3% | 443,260 | -0.7% | 3.92% | -0.6% |
| Q4 2017 | $23,571,000 | +6.9% | 446,582 | +2.0% | 3.94% | +2.0% |
| Q3 2017 | $22,049,000 | +2.4% | 438,007 | -0.5% | 3.87% | +0.2% |
| Q2 2017 | $21,538,000 | +3.8% | 440,189 | +1.3% | 3.86% | +2.4% |
| Q1 2017 | $20,743,000 | +8.1% | 434,689 | +2.4% | 3.77% | +4.4% |
| Q4 2016 | $19,195,000 | +67.7% | 424,475 | +68.5% | 3.61% | +44.5% |
| Q3 2016 | $11,446,000 | -1.1% | 251,953 | +0.6% | 2.50% | -7.5% |
| Q2 2016 | $11,570,000 | +2.0% | 250,368 | -3.1% | 2.70% | -2.3% |
| Q1 2016 | $11,347,000 | +5.6% | 258,301 | +0.5% | 2.76% | +2.8% |
| Q4 2015 | $10,750,000 | +22.3% | 257,061 | +15.8% | 2.69% | +19.7% |
| Q3 2015 | $8,789,000 | -1.1% | 222,006 | +0.7% | 2.25% | -2.6% |
| Q2 2015 | $8,891,000 | +1.2% | 220,521 | +3.5% | 2.31% | +7.3% |
| Q1 2015 | $8,788,000 | +3.6% | 212,993 | +1.6% | 2.15% | +7.0% |
| Q4 2014 | $8,483,000 | – | 209,548 | – | 2.01% | – |
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% |