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 | $13,801,274 | +150.8% | 190,678 | +157.6% | 0.43% | +136.1% |
| Q2 2023 | $5,502,055 | +428075.5% | 74,022 | +315.2% | 0.18% | +245.3% |
| Q4 2022 | $1,285 | -99.9% | 17,826 | -39.1% | 0.05% | +71.0% |
| Q3 2022 | $1,935,000 | +4400.0% | 29,282 | +4716.1% | 0.03% | +3000.0% |
| Q2 2022 | $43,000 | -92.7% | 608 | -92.0% | 0.00% | -83.3% |
| Q1 2022 | $587,000 | -72.9% | 7,565 | -74.3% | 0.01% | -89.1% |
| Q3 2021 | $2,166,000 | -9.2% | 29,475 | -9.0% | 0.06% | -11.3% |
| Q2 2021 | $2,385,000 | -37.9% | 32,404 | -41.6% | 0.06% | -4.6% |
| Q1 2021 | $3,841,000 | -41.9% | 55,517 | -43.0% | 0.06% | -67.8% |
| Q4 2020 | $6,610,000 | +75.5% | 97,382 | +64.8% | 0.20% | +381.0% |
| Q3 2020 | $3,766,000 | +277.7% | 59,090 | +220.0% | 0.04% | -31.1% |
| Q1 2020 | $997,000 | +101.0% | 18,467 | +138.4% | 0.06% | +79.4% |
| Q3 2019 | $496,000 | +2510.5% | 7,745 | +2481.7% | 0.03% | +3300.0% |
| Q2 2019 | $19,000 | -93.3% | 300 | -93.8% | 0.00% | -94.1% |
| Q1 2019 | $285,000 | +28.4% | 4,848 | +24.3% | 0.02% | +6.2% |
| Q3 2018 | $222,000 | +282.8% | 3,900 | +254.5% | 0.02% | +433.3% |
| Q2 2018 | $58,000 | -99.1% | 1,100 | -99.1% | 0.00% | -99.4% |
| Q1 2018 | $6,189,000 | +2365.7% | 119,185 | +2289.0% | 0.53% | +2423.8% |
| Q3 2017 | $251,000 | -29.3% | 4,989 | -31.3% | 0.02% | -47.5% |
| Q2 2017 | $355,000 | -70.6% | 7,263 | -72.8% | 0.04% | -69.5% |
| Q4 2016 | $1,208,000 | -62.0% | 26,714 | -61.8% | 0.13% | -58.5% |
| Q3 2016 | $3,176,000 | -16.6% | 69,917 | -15.2% | 0.32% | -13.2% |
| Q2 2016 | $3,810,000 | -6.7% | 82,450 | -11.3% | 0.36% | -40.1% |
| Q1 2016 | $4,084,000 | +21.0% | 92,977 | +11.1% | 0.61% | +103.3% |
| Q2 2015 | $3,374,000 | +21.9% | 83,674 | +24.7% | 0.30% | -12.6% |
| Q1 2015 | $2,768,000 | +994.1% | 67,088 | +898.9% | 0.34% | +1121.4% |
| Q3 2014 | $253,000 | -76.3% | 6,716 | -76.6% | 0.03% | -79.6% |
| Q2 2014 | $1,067,000 | +46.4% | 28,651 | +41.6% | 0.14% | +47.3% |
| Q1 2014 | $729,000 | -24.0% | 20,234 | -25.1% | 0.09% | -41.9% |
| Q4 2013 | $959,000 | -78.9% | 27,006 | -80.2% | 0.16% | -67.3% |
| Q3 2013 | $4,540,000 | +16.9% | 136,617 | +14.6% | 0.49% | +54.7% |
| Q2 2013 | $3,883,000 | – | 119,218 | – | 0.32% | – |
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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% |