ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $103,684 | -99.9% | 1,438,062 | -16.0% | 3.31% | -16.0% |
Q3 2022 | $113,108,000 | -6.9% | 1,711,162 | -1.1% | 3.94% | -2.2% |
Q2 2022 | $121,468,000 | -10.2% | 1,730,063 | -0.8% | 4.03% | -1.0% |
Q1 2022 | $135,250,000 | -2.3% | 1,743,582 | +1.9% | 4.07% | +0.8% |
Q4 2021 | $138,427,000 | +7.1% | 1,711,085 | -2.7% | 4.04% | -1.3% |
Q3 2021 | $129,310,000 | +2.3% | 1,759,315 | +2.4% | 4.10% | -0.2% |
Q2 2021 | $126,411,000 | +9.8% | 1,717,313 | +3.2% | 4.10% | +0.2% |
Q1 2021 | $115,156,000 | +17.6% | 1,664,341 | +15.4% | 4.10% | +7.7% |
Q4 2020 | $97,939,000 | +10.0% | 1,442,822 | +3.3% | 3.80% | -4.6% |
Q3 2020 | $89,019,000 | +6.2% | 1,396,819 | +1.0% | 3.99% | -0.8% |
Q2 2020 | $83,845,000 | +16.8% | 1,382,902 | +4.1% | 4.02% | -0.3% |
Q1 2020 | $71,774,000 | -18.8% | 1,328,896 | +2.8% | 4.04% | -1.4% |
Q4 2019 | $88,427,000 | +10.5% | 1,292,989 | +3.5% | 4.09% | -0.6% |
Q3 2019 | $80,042,000 | +7.0% | 1,248,708 | +3.0% | 4.12% | +2.3% |
Q2 2019 | $74,826,000 | +10.8% | 1,212,151 | +5.5% | 4.02% | +4.5% |
Q1 2019 | $67,559,000 | +23.3% | 1,148,963 | +9.9% | 3.85% | +9.9% |
Q4 2018 | $54,787,000 | -10.4% | 1,045,550 | -2.4% | 3.50% | -4.2% |
Q3 2018 | $61,129,000 | +15.4% | 1,071,678 | +7.5% | 3.66% | +9.2% |
Q2 2018 | $52,973,000 | +7.7% | 996,485 | +5.3% | 3.35% | +5.8% |
Q1 2018 | $49,163,000 | +4.4% | 946,716 | +6.1% | 3.16% | +1.3% |
Q4 2017 | $47,089,000 | +12.2% | 892,174 | +7.0% | 3.12% | +8.1% |
Q3 2017 | $41,962,000 | +8.7% | 834,158 | +5.7% | 2.89% | -0.5% |
Q2 2017 | $38,615,000 | +10.8% | 789,205 | +8.1% | 2.90% | +5.1% |
Q1 2017 | $34,842,000 | +15.9% | 730,130 | +9.8% | 2.76% | +6.2% |
Q4 2016 | $30,070,000 | – | 664,959 | – | 2.60% | – |
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% |