ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,473,025 | -34.6% | 20,351 | -32.9% | 0.00% | +50.0% |
| Q2 2023 | $2,252,960 | +2.2% | 30,310 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,204,160 | +193077.9% | 30,302 | +91.5% | 0.00% | – |
| Q4 2022 | $1,141 | -99.9% | 15,821 | +0.3% | 0.00% | -100.0% |
| Q3 2022 | $1,042,000 | -9.2% | 15,771 | -3.5% | 0.00% | 0.0% |
| Q2 2022 | $1,147,000 | -15.2% | 16,335 | -6.4% | 0.00% | 0.0% |
| Q1 2022 | $1,353,000 | +3.6% | 17,444 | +8.0% | 0.00% | 0.0% |
| Q4 2021 | $1,306,000 | +25.1% | 16,149 | +13.6% | 0.00% | +50.0% |
| Q3 2021 | $1,044,000 | +0.2% | 14,210 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $1,042,000 | +15.4% | 14,150 | +8.5% | 0.00% | 0.0% |
| Q1 2021 | $903,000 | -0.9% | 13,046 | -2.8% | 0.00% | 0.0% |
| Q4 2020 | $911,000 | +0.2% | 13,428 | -5.9% | 0.00% | -33.3% |
| Q3 2020 | $909,000 | +26.1% | 14,263 | +6.8% | 0.00% | 0.0% |
| Q1 2020 | $721,000 | -27.1% | 13,353 | -11.5% | 0.00% | 0.0% |
| Q4 2019 | $989,000 | +3.6% | 15,081 | +1.2% | 0.00% | 0.0% |
| Q3 2019 | $955,000 | +27.7% | 14,895 | +22.9% | 0.00% | 0.0% |
| Q2 2019 | $748,000 | -2.5% | 12,124 | -7.0% | 0.00% | 0.0% |
| Q1 2019 | $767,000 | +28.9% | 13,040 | +14.9% | 0.00% | 0.0% |
| Q4 2018 | $595,000 | -11.1% | 11,347 | -3.2% | 0.00% | 0.0% |
| Q3 2018 | $669,000 | +3.4% | 11,720 | -3.7% | 0.00% | 0.0% |
| Q2 2018 | $647,000 | -4.0% | 12,176 | -6.2% | 0.00% | 0.0% |
| Q1 2018 | $674,000 | -2.7% | 12,983 | -1.1% | 0.00% | 0.0% |
| Q4 2017 | $693,000 | +7.4% | 13,131 | +2.4% | 0.00% | 0.0% |
| Q3 2017 | $645,000 | – | 12,818 | – | 0.00% | – |
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% |