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 | $1,149 | -18.5% | 15,871 | -16.3% | 0.04% | -18.5% |
| Q2 2023 | $1,409 | +14.7% | 18,952 | +12.3% | 0.05% | +5.9% |
| Q1 2023 | $1,228 | -28.2% | 16,877 | -28.9% | 0.05% | -33.8% |
| Q4 2022 | $1,711 | -99.9% | 23,726 | +5.6% | 0.08% | +4.1% |
| Q3 2022 | $1,484,000 | -0.4% | 22,458 | +5.8% | 0.07% | +2.8% |
| Q2 2022 | $1,490,000 | -10.0% | 21,217 | -0.5% | 0.07% | -2.7% |
| Q1 2022 | $1,655,000 | -43.5% | 21,332 | -41.0% | 0.07% | -43.1% |
| Q4 2021 | $2,927,000 | +22.3% | 36,185 | +11.1% | 0.13% | +8.3% |
| Q3 2021 | $2,393,000 | -5.4% | 32,563 | -5.3% | 0.12% | -7.0% |
| Q2 2021 | $2,530,000 | -0.7% | 34,370 | -6.7% | 0.13% | -5.8% |
| Q1 2021 | $2,549,000 | -8.9% | 36,840 | -10.7% | 0.14% | -17.5% |
| Q4 2020 | $2,799,000 | +16.3% | 41,240 | +9.3% | 0.17% | +3.1% |
| Q3 2020 | $2,406,000 | -5.1% | 37,746 | -9.7% | 0.16% | -12.5% |
| Q2 2020 | $2,536,000 | -8.0% | 41,820 | -18.1% | 0.18% | -22.0% |
| Q1 2020 | $2,756,000 | -30.9% | 51,034 | -16.1% | 0.24% | -16.0% |
| Q4 2019 | $3,991,000 | +2.5% | 60,839 | +0.1% | 0.28% | -7.9% |
| Q3 2019 | $3,894,000 | +147.1% | 60,753 | +137.9% | 0.30% | +131.1% |
| Q2 2019 | $1,576,000 | +113.8% | 25,538 | +103.8% | 0.13% | +97.0% |
| Q1 2019 | $737,000 | +20.4% | 12,532 | +7.4% | 0.07% | +6.3% |
| Q4 2018 | $612,000 | +19.8% | 11,670 | +30.4% | 0.06% | +31.2% |
| Q3 2018 | $511,000 | +158.1% | 8,950 | +139.8% | 0.05% | +152.6% |
| Q2 2018 | $198,000 | -4.3% | 3,732 | -6.5% | 0.02% | -9.5% |
| Q1 2018 | $207,000 | +68.3% | 3,990 | +71.2% | 0.02% | +61.5% |
| Q4 2017 | $123,000 | -20.1% | 2,331 | -23.6% | 0.01% | -31.6% |
| Q3 2017 | $154,000 | +3.4% | 3,050 | +0.2% | 0.02% | 0.0% |
| Q2 2017 | $149,000 | -2.0% | 3,045 | -4.6% | 0.02% | -13.6% |
| Q1 2017 | $152,000 | +32.2% | 3,192 | +25.4% | 0.02% | +15.8% |
| Q4 2016 | $115,000 | -0.9% | 2,546 | 0.0% | 0.02% | -9.5% |
| Q3 2016 | $116,000 | -1.7% | 2,546 | 0.0% | 0.02% | -8.7% |
| Q2 2016 | $118,000 | +34.1% | 2,546 | +27.3% | 0.02% | +27.8% |
| Q1 2016 | $88,000 | +11.4% | 2,000 | +5.3% | 0.02% | +5.9% |
| Q4 2015 | $79,000 | +5.3% | 1,900 | 0.0% | 0.02% | +6.2% |
| Q3 2015 | $75,000 | -35.9% | 1,900 | -34.5% | 0.02% | -30.4% |
| Q2 2015 | $117,000 | +18.2% | 2,900 | +20.8% | 0.02% | +9.5% |
| Q1 2015 | $99,000 | – | 2,400 | – | 0.02% | – |
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% |