ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,866,005 | -3.4% | 81,044 | -0.8% | 0.16% | -2.5% |
Q2 2023 | $6,069,887 | -1.8% | 81,662 | -3.9% | 0.16% | -5.3% |
Q1 2023 | $6,183,380 | +8.4% | 85,006 | +7.5% | 0.17% | -2.3% |
Q4 2022 | $5,703,716 | +2.8% | 79,108 | -5.8% | 0.18% | -10.7% |
Q3 2022 | $5,549,000 | +3.7% | 83,939 | +10.1% | 0.20% | +7.1% |
Q2 2022 | $5,350,000 | -19.4% | 76,217 | -11.0% | 0.18% | -6.2% |
Q1 2022 | $6,639,000 | -5.7% | 85,594 | -1.6% | 0.20% | -3.9% |
Q4 2021 | $7,040,000 | +17.3% | 87,012 | +6.6% | 0.20% | +6.3% |
Q3 2021 | $6,000,000 | -55.3% | 81,623 | -55.2% | 0.19% | -54.8% |
Q2 2021 | $13,414,000 | +5.8% | 182,234 | -0.6% | 0.42% | -10.2% |
Q1 2021 | $12,684,000 | -14.0% | 183,324 | -15.6% | 0.47% | -20.4% |
Q4 2020 | $14,753,000 | +6.3% | 217,331 | -0.2% | 0.59% | -9.3% |
Q3 2020 | $13,875,000 | +1.7% | 217,734 | -3.2% | 0.65% | -12.7% |
Q2 2020 | $13,637,000 | +14.1% | 224,934 | +1.7% | 0.75% | -4.3% |
Q1 2020 | $11,948,000 | -42.5% | 221,234 | -30.2% | 0.78% | -28.5% |
Q4 2019 | $20,788,000 | +38.0% | 316,917 | +29.9% | 1.09% | +18.4% |
Q3 2019 | $15,062,000 | 0.0% | 244,010 | 0.0% | 0.92% | -0.1% |
Q2 2019 | $15,062,000 | +19.5% | 244,010 | +13.9% | 0.92% | +4.4% |
Q1 2019 | $12,601,000 | +53.4% | 214,316 | +36.7% | 0.88% | +23.4% |
Q4 2018 | $8,213,000 | +14.6% | 156,736 | +24.7% | 0.72% | +37.1% |
Q3 2018 | $7,167,000 | +4.0% | 125,650 | +0.4% | 0.52% | -0.4% |
Q2 2018 | $6,889,000 | +2.0% | 125,098 | -3.8% | 0.52% | -2.6% |
Q1 2018 | $6,753,000 | +39.9% | 130,047 | +42.2% | 0.54% | +28.0% |
Q4 2017 | $4,826,000 | +85.5% | 91,434 | +76.9% | 0.42% | +41.3% |
Q3 2017 | $2,602,000 | -25.7% | 51,683 | -27.7% | 0.30% | -34.6% |
Q2 2017 | $3,500,000 | -4.4% | 71,521 | -6.8% | 0.46% | -14.3% |
Q1 2017 | $3,661,000 | +47.3% | 76,722 | +40.3% | 0.53% | +13.9% |
Q3 2016 | $2,485,000 | +36.5% | 54,694 | +38.8% | 0.47% | +12.8% |
Q2 2016 | $1,821,000 | -17.5% | 39,399 | -21.6% | 0.41% | -31.3% |
Q1 2016 | $2,208,000 | +201.6% | 50,266 | +187.2% | 0.60% | +156.6% |
Q4 2015 | $732,000 | -79.8% | 17,503 | -80.9% | 0.24% | -78.6% |
Q3 2015 | $3,630,000 | -25.8% | 91,691 | -23.5% | 1.10% | -24.0% |
Q2 2015 | $4,891,000 | -5.0% | 119,884 | -3.4% | 1.44% | +1.5% |
Q1 2015 | $5,146,000 | +14.5% | 124,085 | +13.1% | 1.42% | +1.1% |
Q4 2014 | $4,496,000 | – | 109,707 | – | 1.41% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |