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 | $1,545,227 | -3.9% | 21,349 | -1.4% | 0.05% | 0.0% |
| Q2 2023 | $1,608,636 | +8.2% | 21,642 | +5.9% | 0.05% | -4.1% |
| Q1 2023 | $1,486,574 | +3.1% | 20,437 | +2.2% | 0.05% | -2.0% |
| Q4 2022 | $1,442,347 | +3.8% | 20,005 | -4.8% | 0.05% | -10.7% |
| Q3 2022 | $1,389,000 | +6.4% | 21,010 | +13.0% | 0.06% | +5.7% |
| Q2 2022 | $1,306,000 | +177.3% | 18,596 | +206.0% | 0.05% | +165.0% |
| Q1 2022 | $471,000 | -16.0% | 6,078 | -12.4% | 0.02% | -16.7% |
| Q4 2021 | $561,000 | +1.1% | 6,936 | -8.2% | 0.02% | -7.7% |
| Q3 2021 | $555,000 | -18.7% | 7,556 | -18.6% | 0.03% | -18.8% |
| Q2 2021 | $683,000 | -27.6% | 9,282 | -32.0% | 0.03% | -31.9% |
| Q1 2021 | $944,000 | -32.1% | 13,643 | -33.4% | 0.05% | -32.9% |
| Q4 2020 | $1,391,000 | -22.6% | 20,486 | -27.3% | 0.07% | -33.3% |
| Q3 2020 | $1,797,000 | -9.2% | 28,196 | -13.7% | 0.10% | -18.0% |
| Q2 2020 | $1,980,000 | +11.5% | 32,656 | -0.7% | 0.13% | -12.3% |
| Q1 2020 | $1,775,000 | -18.1% | 32,870 | -0.5% | 0.15% | -6.4% |
| Q4 2019 | $2,168,000 | +2.2% | 33,049 | -0.2% | 0.16% | -8.2% |
| Q3 2019 | $2,122,000 | +13.8% | 33,106 | +9.7% | 0.17% | +12.6% |
| Q2 2019 | $1,864,000 | +6.8% | 30,188 | +1.7% | 0.15% | +4.1% |
| Q1 2019 | $1,746,000 | +11.7% | 29,686 | -0.4% | 0.14% | -9.4% |
| Q4 2018 | $1,563,000 | +0.6% | 29,819 | +9.5% | 0.16% | +17.6% |
| Q3 2018 | $1,554,000 | -9.7% | 27,244 | -15.8% | 0.14% | -18.6% |
| Q2 2018 | $1,720,000 | -1.3% | 32,364 | -3.5% | 0.17% | -4.6% |
| Q1 2018 | $1,742,000 | -12.0% | 33,545 | -10.5% | 0.18% | -11.6% |
| Q4 2017 | $1,979,000 | -0.3% | 37,498 | -4.9% | 0.20% | -9.2% |
| Q3 2017 | $1,985,000 | -7.5% | 39,431 | -10.1% | 0.22% | -10.3% |
| Q2 2017 | $2,146,000 | -19.9% | 43,861 | -21.8% | 0.24% | -25.7% |
| Q1 2017 | $2,678,000 | -62.6% | 56,114 | -64.6% | 0.33% | -65.1% |
| Q4 2016 | $7,161,000 | -23.9% | 158,353 | -23.6% | 0.94% | -28.6% |
| Q3 2016 | $9,412,000 | -38.6% | 207,172 | -37.5% | 1.31% | -42.4% |
| Q2 2016 | $15,322,000 | +3.6% | 331,563 | -1.5% | 2.28% | -3.5% |
| Q1 2016 | $14,784,000 | +27.5% | 336,542 | +21.3% | 2.36% | +35.3% |
| Q4 2015 | $11,599,000 | +14.0% | 277,352 | +7.9% | 1.74% | -2.7% |
| Q3 2015 | $10,177,000 | -5.4% | 257,057 | -3.7% | 1.79% | +11.1% |
| Q2 2015 | $10,762,000 | -7.3% | 266,918 | -5.1% | 1.61% | -4.0% |
| Q1 2015 | $11,605,000 | +33.4% | 281,256 | +30.9% | 1.68% | +18.1% |
| Q4 2014 | $8,701,000 | +13.0% | 214,936 | +5.2% | 1.42% | +7.1% |
| Q3 2014 | $7,699,000 | -6.3% | 204,334 | -7.5% | 1.33% | -5.1% |
| Q2 2014 | $8,221,000 | +1.9% | 220,888 | -1.2% | 1.40% | -1.8% |
| Q1 2014 | $8,065,000 | -4.0% | 223,519 | -5.6% | 1.43% | -8.4% |
| Q4 2013 | $8,405,000 | +5.9% | 236,753 | -0.9% | 1.56% | -4.4% |
| Q3 2013 | $7,937,000 | – | 238,841 | – | 1.63% | – |
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% |