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 | $3,836 | +35.8% | 53 | +39.5% | 0.00% | – |
| Q2 2023 | $2,825 | -87.8% | 38 | -88.1% | 0.00% | -100.0% |
| Q1 2023 | $23,131 | +77.9% | 318 | +59.0% | 0.00% | +100.0% |
| Q3 2022 | $13,000 | -7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | -64.4% | 200 | -63.7% | 0.00% | -66.7% |
| Q4 2021 | $45,000 | -23.7% | 551 | -31.0% | 0.00% | -25.0% |
| Q3 2021 | $59,000 | -25.3% | 798 | -26.0% | 0.00% | -20.0% |
| Q2 2021 | $79,000 | +5.3% | 1,078 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $75,000 | +2.7% | 1,078 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $73,000 | +231.8% | 1,078 | +158.5% | 0.01% | +150.0% |
| Q4 2018 | $22,000 | -42.1% | 417 | -37.0% | 0.00% | -50.0% |
| Q3 2018 | $38,000 | +8.6% | 662 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $35,000 | +2.9% | 662 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $34,000 | -78.3% | 662 | -77.7% | 0.00% | -81.2% |
| Q4 2017 | $157,000 | +4.7% | 2,972 | 0.0% | 0.02% | +6.7% |
| Q3 2017 | $150,000 | +3650.0% | 2,972 | +4027.8% | 0.02% | – |
| Q2 2017 | $4,000 | +33.3% | 72 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q1 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q4 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q2 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q1 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q4 2014 | $3,000 | – | 72 | – | 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% |