ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,146 | -5.9% | 15,830 | -3.4% | 0.06% | -1.7% |
| Q2 2023 | $1,218 | -2.3% | 16,391 | -4.4% | 0.06% | -6.5% |
| Q1 2023 | $1,247 | +19.2% | 17,137 | +18.1% | 0.06% | +8.8% |
| Q4 2022 | $1,046 | -99.9% | 14,508 | +20.1% | 0.06% | +26.7% |
| Q3 2022 | $798,000 | -12.6% | 12,079 | -7.1% | 0.04% | -10.0% |
| Q2 2022 | $913,000 | -24.7% | 13,006 | -16.8% | 0.05% | -9.1% |
| Q1 2022 | $1,212,000 | -35.9% | 15,628 | -33.2% | 0.06% | -32.1% |
| Q4 2021 | $1,891,000 | +3.7% | 23,378 | -5.8% | 0.08% | -6.9% |
| Q3 2021 | $1,823,000 | -5.6% | 24,805 | -5.5% | 0.09% | -4.4% |
| Q2 2021 | $1,932,000 | -2.5% | 26,248 | -8.3% | 0.09% | -17.3% |
| Q1 2021 | $1,981,000 | -31.4% | 28,629 | -32.7% | 0.11% | -56.5% |
| Q4 2020 | $2,887,000 | +109.4% | 42,528 | +96.5% | 0.25% | +91.7% |
| Q3 2020 | $1,379,000 | +486.8% | 21,644 | +458.6% | 0.13% | +500.0% |
| Q2 2020 | $235,000 | -72.9% | 3,875 | -75.8% | 0.02% | -78.6% |
| Q1 2020 | $866,000 | -32.4% | 16,033 | -18.0% | 0.10% | -9.6% |
| Q4 2019 | $1,282,000 | -39.6% | 19,545 | -41.0% | 0.11% | -45.2% |
| Q3 2019 | $2,123,000 | +24.9% | 33,118 | +20.3% | 0.21% | +21.6% |
| Q2 2019 | $1,700,000 | +20.7% | 27,534 | +14.9% | 0.17% | +13.2% |
| Q1 2019 | $1,409,000 | +28.2% | 23,961 | +14.2% | 0.15% | +7.9% |
| Q4 2018 | $1,099,000 | +18.9% | 20,982 | +29.5% | 0.14% | +33.3% |
| Q3 2018 | $924,000 | +39.8% | 16,201 | +30.2% | 0.10% | +28.0% |
| Q2 2018 | $661,000 | +49.9% | 12,440 | +46.5% | 0.08% | +41.4% |
| Q1 2018 | $441,000 | +69.6% | 8,494 | +60.1% | 0.06% | +70.6% |
| Q2 2017 | $260,000 | +2.8% | 5,306 | +0.1% | 0.03% | 0.0% |
| Q1 2017 | $253,000 | +5.4% | 5,301 | +0.1% | 0.03% | -2.9% |
| Q4 2016 | $240,000 | -14.9% | 5,298 | -14.5% | 0.04% | -16.7% |
| Q3 2016 | $282,000 | -1.1% | 6,197 | +0.3% | 0.04% | -10.6% |
| Q2 2016 | $285,000 | +22.8% | 6,178 | +17.1% | 0.05% | +17.5% |
| Q1 2016 | $232,000 | +5.0% | 5,275 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $221,000 | – | 5,275 | – | 0.04% | – |
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% |