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 | $884,304 | +0.7% | 12,218 | +3.4% | 0.16% | +7.4% |
| Q2 2023 | $878,173 | -7.2% | 11,815 | -9.2% | 0.15% | -18.2% |
| Q1 2023 | $946,706 | -75.5% | 13,015 | -75.7% | 0.18% | -77.7% |
| Q4 2022 | $3,869,269 | +1.5% | 53,665 | -6.9% | 0.81% | -4.9% |
| Q3 2022 | $3,812,000 | -13.3% | 57,668 | -7.9% | 0.86% | -0.9% |
| Q2 2022 | $4,396,000 | +411.2% | 62,608 | +465.0% | 0.86% | +520.9% |
| Q1 2022 | $860,000 | -5.3% | 11,081 | -1.3% | 0.14% | -6.1% |
| Q4 2021 | $908,000 | +21.2% | 11,229 | +10.2% | 0.15% | +13.0% |
| Q3 2021 | $749,000 | -9.1% | 10,191 | -9.0% | 0.13% | -9.7% |
| Q2 2021 | $824,000 | +6.2% | 11,195 | -0.2% | 0.14% | -2.0% |
| Q1 2021 | $776,000 | +3.6% | 11,213 | +1.6% | 0.15% | -0.7% |
| Q4 2020 | $749,000 | -0.3% | 11,034 | -6.4% | 0.15% | -12.9% |
| Q3 2020 | $751,000 | +4.2% | 11,785 | -0.9% | 0.17% | -3.4% |
| Q2 2020 | $721,000 | +2.9% | 11,895 | -8.3% | 0.18% | -18.1% |
| Q1 2020 | $701,000 | -28.6% | 12,972 | -13.3% | 0.22% | -2.7% |
| Q4 2019 | $982,000 | -12.5% | 14,964 | -14.5% | 0.22% | -21.6% |
| Q3 2019 | $1,122,000 | -38.7% | 17,506 | -41.0% | 0.28% | -30.1% |
| Q2 2019 | $1,831,000 | +41.1% | 29,656 | +34.5% | 0.40% | +43.6% |
| Q1 2019 | $1,298,000 | +90.9% | 22,047 | +70.0% | 0.28% | +1.1% |
| Q4 2018 | $680,000 | +91.5% | 12,970 | +92.7% | 0.28% | +240.2% |
| Q4 2017 | $355,000 | -94.5% | 6,731 | -95.7% | 0.08% | -99.2% |
| Q4 2015 | $6,483,000 | +57.2% | 155,017 | +48.8% | 9.68% | +23.6% |
| Q3 2015 | $4,124,000 | +0.0% | 104,158 | +1.9% | 7.83% | +47.2% |
| Q2 2015 | $4,122,000 | – | 102,238 | – | 5.32% | – |
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% |