ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,719,534 | +72.2% | 438,236 | +76.8% | 3.28% | +72.2% |
| Q2 2023 | $18,421,984 | -41.4% | 247,840 | -42.6% | 1.91% | -45.3% |
| Q1 2023 | $31,426,741 | -7.9% | 432,042 | -8.7% | 3.49% | -16.8% |
| Q4 2022 | $34,124,013 | +6.7% | 473,287 | +1379.3% | 4.19% | -6.0% |
| Q3 2022 | $31,994,000 | +21.7% | 31,994 | -91.5% | 4.46% | +26.0% |
| Q2 2022 | $26,297,000 | -50.6% | 374,553 | -45.4% | 3.54% | -38.8% |
| Q1 2022 | $53,236,000 | +96.5% | 686,300 | +104.9% | 5.78% | +114.2% |
| Q4 2021 | $27,095,000 | +5.5% | 334,924 | -4.1% | 2.70% | -4.8% |
| Q3 2021 | $25,673,000 | -11.5% | 349,292 | -11.4% | 2.83% | -10.9% |
| Q2 2021 | $29,004,000 | -8.8% | 394,032 | -14.2% | 3.18% | -14.8% |
| Q1 2021 | $31,793,000 | -42.2% | 459,506 | -43.3% | 3.73% | -44.9% |
| Q4 2020 | $55,047,000 | -1.3% | 810,953 | -7.4% | 6.77% | -12.3% |
| Q3 2020 | $55,790,000 | +23.4% | 875,414 | +17.4% | 7.72% | +13.6% |
| Q2 2020 | $45,199,000 | +32.8% | 745,494 | +18.3% | 6.79% | +12.4% |
| Q1 2020 | $34,025,000 | +21.1% | 629,985 | +47.1% | 6.04% | +57.2% |
| Q4 2019 | $28,100,000 | +0.6% | 428,371 | -1.7% | 3.84% | -9.2% |
| Q3 2019 | $27,925,000 | +4.9% | 435,658 | +1.0% | 4.23% | +12.4% |
| Q2 2019 | $26,618,000 | -4.5% | 431,205 | -9.1% | 3.77% | -24.4% |
| Q1 2019 | $27,886,000 | +4.9% | 474,256 | -6.5% | 4.98% | +6.3% |
| Q4 2018 | $26,591,000 | – | 507,466 | – | 4.69% | – |
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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% |