ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,155,097,419 | -2.3% | 15,958,794 | +0.3% | 0.97% | -0.4% |
| Q2 2023 | $1,182,620,291 | -31.1% | 15,910,405 | -32.6% | 0.97% | -34.7% |
| Q1 2023 | $1,716,370,486 | -23.8% | 23,595,967 | -24.5% | 1.49% | -27.9% |
| Q4 2022 | $2,253,801,355 | +7.5% | 31,259,351 | -1.5% | 2.07% | -2.5% |
| Q3 2022 | $2,096,837,000 | -5.8% | 31,722,146 | +0.0% | 2.12% | -2.6% |
| Q2 2022 | $2,226,946,000 | -10.5% | 31,718,294 | -1.1% | 2.18% | +3.8% |
| Q1 2022 | $2,488,215,000 | -3.9% | 32,076,986 | +0.2% | 2.10% | +0.5% |
| Q4 2021 | $2,588,740,000 | +13.1% | 31,999,202 | +2.8% | 2.09% | +1.6% |
| Q3 2021 | $2,288,840,000 | +2.6% | 31,140,617 | +2.7% | 2.06% | +1.2% |
| Q2 2021 | $2,231,590,000 | +11.0% | 30,316,375 | +4.3% | 2.03% | +0.1% |
| Q1 2021 | $2,010,424,000 | +6.6% | 29,056,569 | +4.6% | 2.03% | -1.9% |
| Q4 2020 | $1,885,347,000 | +8.3% | 27,774,679 | +1.7% | 2.07% | -4.9% |
| Q3 2020 | $1,740,101,000 | +8.0% | 27,304,262 | +2.8% | 2.18% | +0.7% |
| Q2 2020 | $1,611,000,000 | +32.4% | 26,570,961 | +18.0% | 2.16% | +11.7% |
| Q1 2020 | $1,216,697,000 | -17.3% | 22,527,256 | +0.5% | 1.93% | +3.5% |
| Q4 2019 | $1,470,934,000 | +3.1% | 22,422,682 | +0.8% | 1.87% | -6.1% |
| Q3 2019 | $1,426,440,000 | +6.5% | 22,253,350 | +2.5% | 1.99% | +3.1% |
| Q2 2019 | $1,338,854,000 | +11.2% | 21,719,587 | +6.1% | 1.93% | +5.6% |
| Q1 2019 | $1,203,648,000 | +65.9% | 20,470,188 | +47.8% | 1.83% | +44.6% |
| Q4 2018 | $725,736,000 | -4.3% | 13,849,934 | +4.2% | 1.26% | +7.8% |
| Q3 2018 | $758,207,000 | +14.4% | 13,292,547 | +6.6% | 1.17% | +5.1% |
| Q2 2018 | $662,840,000 | +10.3% | 12,468,746 | +7.8% | 1.12% | +3.4% |
| Q1 2018 | $600,764,000 | +8.7% | 11,568,689 | +10.5% | 1.08% | +6.2% |
| Q4 2017 | $552,651,000 | +2008.7% | 10,470,799 | +1911.2% | 1.02% | +1851.9% |
| Q3 2017 | $26,208,000 | +6.6% | 520,627 | +3.6% | 0.05% | -1.9% |
| Q2 2017 | $24,586,000 | +12.4% | 502,471 | +9.6% | 0.05% | +3.9% |
| Q1 2017 | $21,877,000 | -27.1% | 458,452 | -30.9% | 0.05% | -33.8% |
| Q4 2016 | $30,014,000 | -57.5% | 663,731 | -57.3% | 0.08% | -60.1% |
| Q3 2016 | $70,694,000 | +20.5% | 1,556,106 | +22.6% | 0.19% | +4.9% |
| Q2 2016 | $58,675,000 | +24.5% | 1,269,768 | +18.4% | 0.18% | +15.7% |
| Q1 2016 | $47,116,000 | +77.3% | 1,072,523 | +68.8% | 0.16% | +67.4% |
| Q4 2015 | $26,570,000 | +9.1% | 635,350 | +3.3% | 0.10% | -4.0% |
| Q3 2015 | $24,350,000 | +9.1% | 615,055 | +11.1% | 0.10% | +15.1% |
| Q2 2015 | $22,317,000 | +102.2% | 553,505 | +106.9% | 0.09% | +79.2% |
| Q1 2015 | $11,036,000 | +37.7% | 267,472 | +35.1% | 0.05% | +23.1% |
| Q4 2014 | $8,012,000 | +268.5% | 197,937 | +243.1% | 0.04% | +225.0% |
| Q3 2014 | $2,174,000 | +109.2% | 57,694 | +106.7% | 0.01% | +100.0% |
| Q2 2014 | $1,039,000 | -29.6% | 27,916 | -31.8% | 0.01% | -40.0% |
| Q1 2014 | $1,475,000 | -25.8% | 40,911 | -27.0% | 0.01% | -33.3% |
| Q4 2013 | $1,988,000 | +2.3% | 56,010 | -4.2% | 0.02% | -11.8% |
| Q3 2013 | $1,943,000 | +5.2% | 58,455 | +3.1% | 0.02% | 0.0% |
| Q2 2013 | $1,847,000 | – | 56,716 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |