ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,351,775 | -6.3% | 60,124 | -3.8% | 2.68% | +60.5% |
Q2 2023 | $4,645,922 | +2.4% | 62,504 | +0.2% | 1.67% | +1.8% |
Q1 2023 | $4,538,540 | +1.1% | 62,394 | +0.2% | 1.64% | +2.6% |
Q4 2022 | $4,489,379 | +9.6% | 62,266 | +0.4% | 1.60% | +67.6% |
Q3 2022 | $4,097,000 | -5.9% | 61,989 | 0.0% | 0.95% | +1.3% |
Q2 2022 | $4,352,000 | -6.9% | 61,989 | +2.8% | 0.94% | +31.2% |
Q1 2022 | $4,677,000 | +1.6% | 60,298 | +5.9% | 0.72% | +9.1% |
Q4 2021 | $4,605,000 | +10.5% | 56,918 | +0.3% | 0.66% | +3.3% |
Q3 2021 | $4,169,000 | +2.9% | 56,722 | +3.0% | 0.64% | +4.4% |
Q2 2021 | $4,052,000 | +10.3% | 55,052 | +3.6% | 0.61% | +13.4% |
Q1 2021 | $3,675,000 | +9.7% | 53,114 | +7.6% | 0.54% | +2.5% |
Q4 2020 | $3,350,000 | +7.3% | 49,349 | +0.8% | 0.52% | -11.2% |
Q3 2020 | $3,121,000 | +14.4% | 48,978 | +8.9% | 0.59% | +6.9% |
Q2 2020 | $2,727,000 | +185.0% | 44,978 | +153.8% | 0.55% | +173.8% |
Q1 2020 | $957,000 | +19.3% | 17,725 | +45.0% | 0.20% | +54.2% |
Q4 2019 | $802,000 | +2.3% | 12,225 | 0.0% | 0.13% | -3.7% |
Q3 2019 | $784,000 | – | 12,225 | – | 0.14% | – |
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% |