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 | $1,099,161 | +2.6% | 15,186 | +5.4% | 0.02% | +5.3% |
| Q2 2023 | $1,071,169 | +2.2% | 14,411 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $1,048,255 | -3.4% | 14,411 | -4.3% | 0.02% | -9.5% |
| Q4 2022 | $1,085,176 | +9.1% | 15,051 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $995,000 | -1.7% | 15,051 | +4.4% | 0.02% | +5.0% |
| Q2 2022 | $1,012,000 | -9.5% | 14,411 | 0.0% | 0.02% | +5.3% |
| Q1 2022 | $1,118,000 | -4.1% | 14,411 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,166,000 | +10.1% | 14,411 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,059,000 | -0.2% | 14,411 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,061,000 | +6.4% | 14,411 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $997,000 | +1.9% | 14,411 | 0.0% | 0.02% | -9.5% |
| Q4 2020 | $978,000 | +34.0% | 14,411 | +25.7% | 0.02% | +23.5% |
| Q3 2020 | $730,000 | +5.0% | 11,462 | 0.0% | 0.02% | -10.5% |
| Q2 2020 | $695,000 | +12.3% | 11,462 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $619,000 | -17.7% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $752,000 | +2.3% | 11,462 | 0.0% | 0.02% | -4.8% |
| Q3 2019 | $735,000 | +4.0% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $707,000 | +4.9% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $674,000 | +12.1% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $601,000 | -8.1% | 11,462 | 0.0% | 0.02% | +5.0% |
| Q3 2018 | $654,000 | +7.4% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $609,000 | +2.4% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $595,000 | -1.7% | 11,462 | 0.0% | 0.02% | -4.8% |
| Q4 2017 | $605,000 | +4.9% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $577,000 | -62.8% | 11,462 | -66.4% | 0.02% | -68.7% |
| Q3 2016 | $1,549,000 | -8.9% | 34,095 | -7.3% | 0.07% | -10.7% |
| Q2 2016 | $1,700,000 | – | 36,787 | – | 0.08% | – |
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% |