ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $19,804 | -99.9% | 274,670 | -12.0% | 9.57% | -7.1% |
| Q3 2022 | $20,622,000 | -5.9% | 311,979 | -0.0% | 10.30% | -6.0% |
| Q2 2022 | $21,906,000 | -9.6% | 312,012 | -0.1% | 10.96% | -5.6% |
| Q1 2022 | $24,228,000 | -26.0% | 312,339 | -22.8% | 11.60% | -24.7% |
| Q4 2021 | $32,736,000 | +12.0% | 404,653 | +1.7% | 15.42% | +14.0% |
| Q3 2021 | $29,233,000 | +24.0% | 397,721 | +24.1% | 13.52% | +25.9% |
| Q2 2021 | $23,584,000 | +73.8% | 320,386 | +63.4% | 10.74% | +62.2% |
| Q1 2021 | $13,569,000 | +139.7% | 196,113 | +135.1% | 6.62% | +125.8% |
| Q4 2020 | $5,662,000 | -51.5% | 83,417 | -54.5% | 2.93% | -56.7% |
| Q3 2020 | $11,684,000 | +6.5% | 183,341 | +1.4% | 6.78% | +2.0% |
| Q2 2020 | $10,966,000 | +6.5% | 180,875 | -5.1% | 6.64% | -30.5% |
| Q1 2020 | $10,292,000 | -17.5% | 190,555 | +0.2% | 9.56% | +37.2% |
| Q4 2019 | $12,470,000 | -9.7% | 190,098 | -11.7% | 6.96% | -12.9% |
| Q3 2019 | $13,806,000 | -0.1% | 215,375 | -3.8% | 8.00% | +2.8% |
| Q2 2019 | $13,815,000 | +3.5% | 223,796 | -1.4% | 7.78% | +1.5% |
| Q1 2019 | $13,345,000 | +12.6% | 226,959 | +0.3% | 7.67% | -1.7% |
| Q4 2018 | $11,852,000 | +234.0% | 226,192 | +263.6% | 7.80% | +304.2% |
| Q3 2018 | $3,549,000 | +16.1% | 62,211 | +8.1% | 1.93% | +13.6% |
| Q2 2018 | $3,058,000 | +5.3% | 57,532 | +2.9% | 1.70% | +0.5% |
| Q1 2018 | $2,903,000 | +5.4% | 55,897 | +7.2% | 1.69% | -21.2% |
| Q4 2017 | $2,753,000 | +6.3% | 52,158 | +1.3% | 2.14% | +8.9% |
| Q3 2017 | $2,591,000 | +1.3% | 51,466 | -1.5% | 1.97% | -1.1% |
| Q2 2017 | $2,557,000 | +3.9% | 52,267 | +1.3% | 1.99% | +5.8% |
| Q1 2017 | $2,461,000 | +3.6% | 51,579 | -1.8% | 1.88% | -6.2% |
| Q4 2016 | $2,376,000 | -18.1% | 52,539 | -17.7% | 2.01% | -24.3% |
| Q3 2016 | $2,900,000 | -20.8% | 63,838 | -19.5% | 2.65% | -26.8% |
| Q2 2016 | $3,662,000 | -19.5% | 79,254 | -23.5% | 3.62% | -30.5% |
| Q1 2016 | $4,547,000 | -6.0% | 103,554 | -10.4% | 5.21% | +8.8% |
| Q4 2015 | $4,835,000 | +19.1% | 115,620 | +12.8% | 4.79% | +17.5% |
| Q3 2015 | $4,058,000 | +186.2% | 102,509 | +191.6% | 4.08% | +217.5% |
| Q2 2015 | $1,418,000 | – | 35,159 | – | 1.28% | – |
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% |