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 | $824,698 | -2.1% | 11,394 | +0.5% | 0.06% | +1.8% |
| Q2 2023 | $842,382 | -1.8% | 11,333 | -3.9% | 0.06% | -3.5% |
| Q1 2023 | $858,042 | +0.2% | 11,796 | -0.6% | 0.06% | -5.0% |
| Q4 2022 | $856,043 | +13.1% | 11,873 | +3.7% | 0.06% | +5.3% |
| Q3 2022 | $757,000 | -6.8% | 11,449 | -1.0% | 0.06% | -5.0% |
| Q2 2022 | $812,000 | -36.1% | 11,568 | -29.4% | 0.06% | -22.1% |
| Q1 2022 | $1,270,000 | -38.8% | 16,378 | -36.2% | 0.08% | -41.7% |
| Q4 2021 | $2,075,000 | -42.3% | 25,655 | -47.5% | 0.13% | -47.0% |
| Q3 2021 | $3,594,000 | -93.2% | 48,893 | -93.2% | 0.25% | -92.9% |
| Q2 2021 | $53,039,000 | +7.0% | 720,541 | +0.6% | 3.49% | -1.6% |
| Q1 2021 | $49,571,000 | -43.8% | 716,451 | -44.9% | 3.54% | -47.4% |
| Q4 2020 | $88,197,000 | +8.7% | 1,299,315 | +2.1% | 6.74% | -2.1% |
| Q3 2020 | $81,133,000 | +7.9% | 1,273,080 | +2.6% | 6.88% | +4.1% |
| Q2 2020 | $75,197,000 | +18.0% | 1,240,267 | +5.1% | 6.61% | +2.4% |
| Q1 2020 | $63,708,000 | -14.9% | 1,179,552 | +3.3% | 6.46% | +4.2% |
| Q4 2019 | $74,903,000 | +5.9% | 1,141,809 | +3.4% | 6.19% | -1.7% |
| Q3 2019 | $70,754,000 | +290.3% | 1,103,804 | +275.8% | 6.30% | +283.9% |
| Q2 2019 | $18,130,000 | +22.1% | 293,698 | +16.3% | 1.64% | +20.6% |
| Q1 2019 | $14,850,000 | +60.2% | 252,555 | +42.7% | 1.36% | +37.5% |
| Q4 2018 | $9,271,000 | +49.1% | 176,936 | +62.3% | 0.99% | +74.9% |
| Q3 2018 | $6,219,000 | – | 109,037 | – | 0.57% | – |
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% |