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 | $61,523 | -2.6% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $63,181 | +2.2% | 850 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $61,829 | +0.9% | 850 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $61,285 | +9.4% | 850 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $56,000 | -6.7% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $60,000 | -9.1% | 850 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $66,000 | -13.2% | 850 | -9.9% | 0.01% | 0.0% |
| Q4 2021 | $76,000 | +22.6% | 943 | +10.9% | 0.01% | +12.5% |
| Q3 2021 | $62,000 | -1.6% | 850 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $63,000 | +6.8% | 850 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $59,000 | +1.7% | 850 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $58,000 | +7.4% | 850 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $54,000 | +3.8% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $52,000 | +13.0% | 850 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $46,000 | -22.0% | 850 | -5.5% | 0.01% | 0.0% |
| Q4 2019 | $59,000 | +1.7% | 899 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $58,000 | +5.5% | 899 | 0.0% | 0.01% | +9.1% |
| Q2 2019 | $55,000 | -1.8% | 899 | -6.0% | 0.01% | -8.3% |
| Q1 2019 | $56,000 | +24.4% | 956 | +12.5% | 0.01% | +20.0% |
| Q4 2018 | $45,000 | 0.0% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $45,000 | +2.3% | 850 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $44,000 | -2.2% | 850 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $45,000 | +4.7% | 850 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $43,000 | +2.4% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $42,000 | +2.4% | 850 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $41,000 | +7.9% | 850 | 0.0% | 0.01% | +11.1% |
| Q4 2016 | $38,000 | -97.1% | 850 | -97.0% | 0.01% | -95.3% |
| Q3 2016 | $1,303,000 | – | 28,671 | – | 0.19% | – |
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% |