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 | $1,657,792 | +3.7% | 22,904 | +6.5% | 0.22% | +8.4% |
| Q2 2023 | $1,599,236 | +16.1% | 21,515 | +13.6% | 0.20% | +7.4% |
| Q1 2023 | $1,377,768 | +92554.2% | 18,941 | -8.2% | 0.19% | -14.9% |
| Q4 2022 | $1,487 | -99.9% | 20,622 | -0.5% | 0.22% | -0.9% |
| Q3 2022 | $1,370,000 | -26.2% | 20,721 | -21.7% | 0.22% | -22.6% |
| Q2 2022 | $1,857,000 | -22.0% | 26,450 | -13.9% | 0.29% | -22.6% |
| Q1 2022 | $2,382,000 | -8.0% | 30,705 | -4.1% | 0.37% | +3.9% |
| Q4 2021 | $2,590,000 | +0.5% | 32,011 | -8.7% | 0.36% | -4.5% |
| Q3 2021 | $2,576,000 | -5.1% | 35,053 | -4.9% | 0.38% | -8.8% |
| Q2 2021 | $2,714,000 | -1.0% | 36,866 | -7.0% | 0.41% | -7.6% |
| Q1 2021 | $2,742,000 | -15.2% | 39,634 | -16.8% | 0.44% | -18.3% |
| Q4 2020 | $3,235,000 | -7.9% | 47,658 | -13.6% | 0.54% | -19.6% |
| Q3 2020 | $3,513,000 | +0.5% | 55,136 | -3.7% | 0.68% | -7.5% |
| Q2 2020 | $3,496,000 | +29.3% | 57,246 | +14.3% | 0.73% | +4.7% |
| Q1 2020 | $2,704,000 | -28.1% | 50,075 | -12.7% | 0.70% | +0.3% |
| Q4 2019 | $3,763,000 | +12.9% | 57,375 | +10.3% | 0.70% | +6.2% |
| Q3 2019 | $3,332,000 | +8.3% | 51,996 | +4.3% | 0.66% | +5.8% |
| Q2 2019 | $3,077,000 | +7.0% | 49,854 | +1.9% | 0.62% | +3.8% |
| Q1 2019 | $2,876,000 | +48.9% | 48,913 | +32.7% | 0.60% | +30.3% |
| Q4 2018 | $1,931,000 | -6.9% | 36,866 | +1.4% | 0.46% | +8.5% |
| Q3 2018 | $2,074,000 | +5.5% | 36,362 | -1.7% | 0.42% | -0.7% |
| Q2 2018 | $1,965,000 | +14.9% | 36,982 | +12.3% | 0.43% | +13.9% |
| Q1 2018 | $1,710,000 | +5.8% | 32,934 | +7.5% | 0.37% | +9.4% |
| Q4 2017 | $1,617,000 | +2.4% | 30,640 | -2.4% | 0.34% | -0.6% |
| Q3 2017 | $1,579,000 | -19.3% | 31,386 | -21.5% | 0.34% | -19.4% |
| Q2 2017 | $1,957,000 | +0.2% | 39,996 | -2.3% | 0.43% | -5.3% |
| Q1 2017 | $1,953,000 | +18.9% | 40,935 | +12.6% | 0.45% | +14.8% |
| Q4 2016 | $1,643,000 | -6.6% | 36,350 | -6.2% | 0.39% | -8.4% |
| Q3 2016 | $1,760,000 | -5.0% | 38,756 | -3.3% | 0.43% | -11.0% |
| Q2 2016 | $1,852,000 | +1.3% | 40,094 | -3.7% | 0.48% | -2.6% |
| Q1 2016 | $1,829,000 | +466.3% | 41,635 | +438.8% | 0.50% | +438.0% |
| Q4 2015 | $323,000 | +4.2% | 7,727 | -1.6% | 0.09% | -1.1% |
| Q3 2015 | $310,000 | +37.2% | 7,851 | +39.5% | 0.09% | +43.1% |
| Q2 2015 | $226,000 | -2.6% | 5,628 | 0.0% | 0.06% | -1.5% |
| Q1 2015 | $232,000 | +12.6% | 5,628 | +10.4% | 0.07% | +1.5% |
| Q4 2014 | $206,000 | +112.4% | 5,097 | +98.3% | 0.06% | +97.0% |
| Q3 2014 | $97,000 | +4.3% | 2,570 | +3.4% | 0.03% | +10.0% |
| Q2 2014 | $93,000 | -35.9% | 2,486 | -38.1% | 0.03% | -45.5% |
| Q1 2014 | $145,000 | +2.1% | 4,014 | 0.0% | 0.06% | -3.5% |
| Q4 2013 | $142,000 | -13.9% | 4,014 | -19.1% | 0.06% | -24.0% |
| Q3 2013 | $165,000 | +4.4% | 4,963 | +2.4% | 0.08% | +2.7% |
| Q2 2013 | $158,000 | 0.0% | 4,849 | 0.0% | 0.07% | 0.0% |
| Q1 2013 | $158,000 | – | 4,849 | – | 0.07% | – |
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% |