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 | $233,064 | -7.6% | 3,220 | -5.2% | 0.02% | -4.8% |
| Q2 2023 | $252,350 | -11.8% | 3,395 | -13.7% | 0.02% | -16.0% |
| Q1 2023 | $286,086 | +100634.5% | 3,933 | 0.0% | 0.02% | -3.8% |
| Q4 2022 | $284 | -99.9% | 3,933 | -0.9% | 0.03% | +4.0% |
| Q3 2022 | $262,000 | -6.1% | 3,968 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $279,000 | -10.0% | 3,968 | -0.6% | 0.02% | +4.3% |
| Q1 2022 | $310,000 | -56.9% | 3,993 | -55.1% | 0.02% | -54.0% |
| Q4 2021 | $719,000 | +10.1% | 8,886 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $653,000 | +0.3% | 8,886 | +0.5% | 0.05% | 0.0% |
| Q2 2021 | $651,000 | +11.3% | 8,845 | +4.5% | 0.05% | +4.2% |
| Q1 2021 | $585,000 | +0.7% | 8,462 | -1.2% | 0.05% | -5.9% |
| Q4 2020 | $581,000 | +23.1% | 8,562 | +15.5% | 0.05% | +8.5% |
| Q3 2020 | $472,000 | +3.7% | 7,412 | -1.3% | 0.05% | -6.0% |
| Q2 2020 | $455,000 | +12.1% | 7,512 | 0.0% | 0.05% | -7.4% |
| Q1 2020 | $406,000 | -17.6% | 7,512 | 0.0% | 0.05% | +8.0% |
| Q4 2019 | $493,000 | +2.1% | 7,512 | -0.3% | 0.05% | -5.7% |
| Q3 2019 | $483,000 | -2.6% | 7,537 | -6.2% | 0.05% | -1.9% |
| Q2 2019 | $496,000 | -31.5% | 8,037 | -34.7% | 0.05% | -31.6% |
| Q1 2019 | $724,000 | +12.2% | 12,307 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $645,000 | – | 12,307 | – | 0.08% | – |
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% |