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 | $541,909 | -9.3% | 7,487 | -6.9% | 0.02% | -4.0% |
Q2 2023 | $597,687 | +97.6% | 8,041 | +93.4% | 0.02% | +92.3% |
Q1 2023 | $302,452 | -4.8% | 4,158 | -5.7% | 0.01% | -7.1% |
Q4 2022 | $317,744 | +1.2% | 4,407 | -7.2% | 0.01% | -6.7% |
Q3 2022 | $314,000 | +7.2% | 4,748 | +13.6% | 0.02% | +15.4% |
Q2 2022 | $293,000 | -9.3% | 4,178 | +0.4% | 0.01% | 0.0% |
Q1 2022 | $323,000 | -9.5% | 4,160 | -5.8% | 0.01% | -7.1% |
Q4 2021 | $357,000 | +10.2% | 4,416 | +0.2% | 0.01% | 0.0% |
Q3 2021 | $324,000 | -0.3% | 4,409 | 0.0% | 0.01% | +7.7% |
Q2 2021 | $325,000 | +6.6% | 4,409 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $305,000 | -2.2% | 4,409 | -10.0% | 0.01% | -13.3% |
Q3 2020 | $312,000 | +5.1% | 4,901 | 0.0% | 0.02% | -6.2% |
Q2 2020 | $297,000 | +8.8% | 4,901 | -3.0% | 0.02% | -5.9% |
Q1 2020 | $273,000 | -21.3% | 5,053 | -4.4% | 0.02% | 0.0% |
Q4 2019 | $347,000 | -9.2% | 5,285 | -11.2% | 0.02% | -15.0% |
Q3 2019 | $382,000 | -24.8% | 5,952 | -27.7% | 0.02% | -28.6% |
Q2 2019 | $508,000 | – | 8,233 | – | 0.03% | – |
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% |