ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $476,043 | -2.6% | 6,577 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $488,867 | -0.1% | 6,577 | -2.2% | 0.02% | -5.6% |
Q1 2023 | $489,321 | +0.9% | 6,727 | 0.0% | 0.02% | -5.3% |
Q4 2022 | $485,016 | +9.0% | 6,727 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $445,000 | -5.7% | 6,727 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $472,000 | -10.9% | 6,727 | -1.5% | 0.02% | 0.0% |
Q1 2022 | $530,000 | -4.0% | 6,827 | 0.0% | 0.02% | -5.0% |
Q4 2021 | $552,000 | +10.0% | 6,827 | 0.0% | 0.02% | -4.8% |
Q3 2021 | $502,000 | -0.2% | 6,827 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $503,000 | +71.1% | 6,827 | +60.6% | 0.02% | +61.5% |
Q1 2021 | $294,000 | -16.7% | 4,250 | -18.3% | 0.01% | -27.8% |
Q4 2020 | $353,000 | +23.9% | 5,201 | +16.2% | 0.02% | +12.5% |
Q3 2020 | $285,000 | +5.2% | 4,475 | 0.0% | 0.02% | -5.9% |
Q2 2020 | $271,000 | +12.0% | 4,475 | 0.0% | 0.02% | -10.5% |
Q1 2020 | $242,000 | -28.6% | 4,475 | -13.5% | 0.02% | -13.6% |
Q4 2019 | $339,000 | +2.1% | 5,175 | 0.0% | 0.02% | -4.3% |
Q3 2019 | $332,000 | +4.1% | 5,175 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $319,000 | +4.9% | 5,175 | 0.0% | 0.02% | +4.5% |
Q1 2019 | $304,000 | +12.2% | 5,175 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $271,000 | -2.9% | 5,175 | +5.6% | 0.02% | +10.0% |
Q3 2018 | $279,000 | +7.3% | 4,900 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $260,000 | +2.4% | 4,900 | 0.0% | 0.02% | -4.8% |
Q1 2018 | $254,000 | -2.3% | 4,900 | -0.5% | 0.02% | -4.5% |
Q4 2017 | $260,000 | +4.8% | 4,925 | 0.0% | 0.02% | -4.3% |
Q3 2017 | $248,000 | +23.4% | 4,925 | +20.1% | 0.02% | +21.1% |
Q2 2017 | $201,000 | +2.6% | 4,100 | 0.0% | 0.02% | -5.0% |
Q1 2017 | $196,000 | +4.3% | 4,100 | -1.2% | 0.02% | 0.0% |
Q4 2016 | $188,000 | -8.7% | 4,150 | -8.7% | 0.02% | -13.0% |
Q3 2016 | $206,000 | -46.5% | 4,544 | -45.5% | 0.02% | -47.7% |
Q2 2016 | $385,000 | +6.1% | 8,330 | +0.8% | 0.04% | +4.8% |
Q1 2016 | $363,000 | -8.3% | 8,261 | -12.9% | 0.04% | -8.7% |
Q4 2015 | $396,000 | +5.6% | 9,483 | 0.0% | 0.05% | 0.0% |
Q3 2015 | $375,000 | -6.0% | 9,483 | -4.3% | 0.05% | +4.5% |
Q2 2015 | $399,000 | -2.4% | 9,905 | 0.0% | 0.04% | -2.2% |
Q1 2015 | $409,000 | -0.7% | 9,905 | -2.7% | 0.04% | -2.2% |
Q4 2014 | $412,000 | +9.0% | 10,177 | +1.5% | 0.05% | +7.0% |
Q3 2014 | $378,000 | +2.7% | 10,029 | +1.5% | 0.04% | +4.9% |
Q2 2014 | $368,000 | +4.5% | 9,879 | +1.0% | 0.04% | 0.0% |
Q1 2014 | $352,000 | +1.4% | 9,779 | 0.0% | 0.04% | -2.4% |
Q4 2013 | $347,000 | +6.8% | 9,779 | 0.0% | 0.04% | -4.5% |
Q3 2013 | $325,000 | +8.7% | 9,779 | +6.5% | 0.04% | +2.3% |
Q2 2013 | $299,000 | – | 9,179 | – | 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% |