ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,477,350 | +1.1% | 34,227 | +3.8% | 0.73% | +4.6% |
| Q2 2023 | $2,451,074 | +1.0% | 32,976 | -1.1% | 0.69% | -5.3% |
| Q1 2023 | $2,425,820 | +0.5% | 33,349 | -0.4% | 0.73% | -3.7% |
| Q4 2022 | $2,414,559 | +12.3% | 33,489 | +3.0% | 0.76% | -1.9% |
| Q3 2022 | $2,150,000 | -8.0% | 32,524 | -2.2% | 0.78% | -4.2% |
| Q2 2022 | $2,336,000 | -11.4% | 33,269 | -2.1% | 0.81% | -2.5% |
| Q1 2022 | $2,637,000 | -8.4% | 33,990 | -4.5% | 0.83% | -6.0% |
| Q4 2021 | $2,879,000 | +9.8% | 35,591 | -0.2% | 0.88% | -2.4% |
| Q3 2021 | $2,621,000 | +1.1% | 35,666 | -4.8% | 0.91% | -10.6% |
| Q1 2021 | $2,593,000 | -4.0% | 37,482 | -5.8% | 1.01% | -15.6% |
| Q4 2020 | $2,701,000 | +1.8% | 39,793 | -4.4% | 1.20% | -15.3% |
| Q3 2020 | $2,653,000 | +0.5% | 41,629 | -4.4% | 1.42% | -9.9% |
| Q2 2020 | $2,640,000 | +10.6% | 43,551 | -1.5% | 1.57% | -14.6% |
| Q1 2020 | $2,387,000 | -15.1% | 44,195 | +3.2% | 1.84% | +0.1% |
| Q4 2019 | $2,810,000 | +3.3% | 42,828 | +0.9% | 1.84% | -4.5% |
| Q3 2019 | $2,720,000 | +15.3% | 42,429 | +11.0% | 1.93% | +11.4% |
| Q2 2019 | $2,360,000 | +10.9% | 38,229 | +5.6% | 1.73% | +12.6% |
| Q1 2019 | $2,128,000 | +26.1% | 36,199 | +14.1% | 1.54% | +4.1% |
| Q4 2018 | $1,687,000 | +2.5% | 31,721 | +9.9% | 1.47% | +11.8% |
| Q3 2018 | $1,646,000 | +18.2% | 28,852 | +10.2% | 1.32% | +6.5% |
| Q2 2018 | $1,392,000 | +3.0% | 26,186 | +0.6% | 1.24% | -1.0% |
| Q1 2018 | $1,352,000 | -4.3% | 26,040 | -2.7% | 1.25% | -4.1% |
| Q4 2017 | $1,413,000 | – | 26,763 | – | 1.30% | – |
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% |