ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,346,072 | -9.4% | 32,413 | -7.0% | 0.21% | -4.1% |
| Q2 2023 | $2,590,080 | +2.9% | 34,846 | +0.7% | 0.22% | -3.5% |
| Q1 2023 | $2,517,079 | +15.8% | 34,604 | +14.8% | 0.23% | +7.5% |
| Q4 2022 | $2,173,990 | +16.5% | 30,152 | +6.8% | 0.21% | +15.1% |
| Q3 2022 | $1,866,000 | +5.8% | 28,236 | +12.5% | 0.19% | +7.5% |
| Q2 2022 | $1,763,000 | -20.0% | 25,104 | -11.7% | 0.17% | +25.4% |
| Q1 2022 | $2,204,000 | -4.9% | 28,415 | -0.8% | 0.14% | -3.5% |
| Q4 2021 | $2,318,000 | +98.0% | 28,650 | +79.9% | 0.14% | +76.5% |
| Q3 2021 | $1,171,000 | -2.4% | 15,928 | -2.3% | 0.08% | +1.2% |
| Q2 2021 | $1,200,000 | -34.5% | 16,302 | -38.5% | 0.08% | -38.5% |
| Q1 2021 | $1,833,000 | -30.3% | 26,488 | -31.6% | 0.13% | -38.7% |
| Q4 2020 | $2,631,000 | +3.8% | 38,753 | -2.6% | 0.21% | -2.3% |
| Q3 2020 | $2,535,000 | +0.3% | 39,771 | -4.6% | 0.22% | +6.4% |
| Q2 2020 | $2,528,000 | +99.7% | 41,687 | +77.8% | 0.20% | +74.4% |
| Q1 2020 | $1,266,000 | +44.5% | 23,440 | +75.6% | 0.12% | +58.1% |
| Q4 2019 | $876,000 | +62.5% | 13,352 | +58.7% | 0.07% | +48.0% |
| Q3 2019 | $539,000 | -6.4% | 8,413 | -9.9% | 0.05% | -21.9% |
| Q2 2019 | $576,000 | +1209.1% | 9,339 | +1155.2% | 0.06% | +1180.0% |
| Q1 2019 | $44,000 | +25.7% | 744 | +10.9% | 0.01% | 0.0% |
| Q4 2018 | $35,000 | -31.4% | 671 | -24.7% | 0.01% | -16.7% |
| Q3 2018 | $51,000 | -37.8% | 891 | -42.5% | 0.01% | -45.5% |
| Q2 2018 | $82,000 | +485.7% | 1,549 | +486.7% | 0.01% | +450.0% |
| Q1 2018 | $14,000 | +600.0% | 264 | +543.9% | 0.00% | – |
| Q4 2017 | $2,000 | – | 41 | – | 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% |