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 | $392,589 | -2.6% | 5,424 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $403,166 | +2.2% | 5,424 | 0.0% | 0.03% | -5.9% |
| Q1 2023 | $394,542 | +0.9% | 5,424 | 0.0% | 0.03% | -5.6% |
| Q4 2022 | $391,070 | +8.9% | 5,424 | 0.0% | 0.04% | +5.9% |
| Q3 2022 | $359,000 | -5.8% | 5,424 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $381,000 | -9.5% | 5,424 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $421,000 | -4.1% | 5,424 | 0.0% | 0.04% | +8.8% |
| Q4 2021 | $439,000 | +10.0% | 5,424 | 0.0% | 0.03% | +3.0% |
| Q3 2021 | $399,000 | 0.0% | 5,424 | 0.0% | 0.03% | -8.3% |
| Q2 2021 | $399,000 | +6.4% | 5,424 | 0.0% | 0.04% | -2.7% |
| Q1 2021 | $375,000 | -49.1% | 5,424 | -50.0% | 0.04% | -50.7% |
| Q4 2020 | $737,000 | +98.7% | 10,857 | +86.3% | 0.08% | +78.6% |
| Q3 2020 | $371,000 | +5.1% | 5,829 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $353,000 | +12.1% | 5,829 | 0.0% | 0.04% | -4.5% |
| Q1 2020 | $315,000 | -17.5% | 5,829 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $382,000 | 0.0% | 5,829 | -2.2% | 0.04% | -4.3% |
| Q3 2019 | $382,000 | +5.8% | 5,961 | +1.9% | 0.05% | +4.5% |
| Q2 2019 | $361,000 | -11.3% | 5,849 | -15.6% | 0.04% | -12.0% |
| Q1 2019 | $407,000 | +1.2% | 6,930 | -9.9% | 0.05% | -16.7% |
| Q4 2018 | $402,000 | -42.6% | 7,694 | -42.9% | 0.06% | -29.4% |
| Q1 2018 | $700,000 | -94.3% | 13,481 | -94.2% | 0.08% | -94.5% |
| Q4 2017 | $12,320,000 | +1.5% | 233,430 | -3.2% | 1.54% | +18.1% |
| Q3 2017 | $12,139,000 | -19.0% | 241,143 | -21.2% | 1.30% | -22.1% |
| Q2 2017 | $14,980,000 | +108.1% | 306,156 | +102.9% | 1.67% | +100.6% |
| Q1 2017 | $7,200,000 | – | 150,873 | – | 0.83% | – |
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% |