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 | $6,708 | -7.5% | 92,680 | -5.0% | 0.52% | -16.5% |
| Q2 2023 | $7,249 | +1.7% | 97,524 | -0.4% | 0.62% | -7.8% |
| Q1 2023 | $7,126 | +5.5% | 97,962 | +4.6% | 0.67% | -14.0% |
| Q4 2022 | $6,754 | -99.9% | 93,673 | -2.7% | 0.78% | -0.9% |
| Q3 2022 | $6,365,000 | -6.0% | 96,296 | -0.2% | 0.79% | -2.8% |
| Q2 2022 | $6,774,000 | +5.4% | 96,481 | +16.5% | 0.81% | +18.8% |
| Q1 2022 | $6,425,000 | -0.8% | 82,832 | +3.5% | 0.68% | -3.8% |
| Q4 2021 | $6,474,000 | +44.7% | 80,021 | +31.5% | 0.71% | +6.3% |
| Q3 2021 | $4,473,000 | -0.4% | 60,862 | -0.3% | 0.67% | -1.2% |
| Q2 2021 | $4,492,000 | -14.7% | 61,018 | -19.8% | 0.67% | -19.9% |
| Q1 2021 | $5,266,000 | -24.6% | 76,102 | -26.0% | 0.84% | -20.5% |
| Q4 2020 | $6,984,000 | +227.3% | 102,890 | +207.3% | 1.06% | +229.6% |
| Q3 2020 | $2,134,000 | +15.9% | 33,484 | +10.2% | 0.32% | +15.9% |
| Q2 2020 | $1,842,000 | +46.7% | 30,377 | +30.6% | 0.28% | +2.6% |
| Q1 2020 | $1,256,000 | +59.0% | 23,255 | +93.2% | 0.27% | +76.5% |
| Q4 2019 | $790,000 | +58.3% | 12,039 | +54.5% | 0.15% | +45.7% |
| Q3 2019 | $499,000 | +30.3% | 7,790 | +25.6% | 0.10% | +25.0% |
| Q2 2019 | $383,000 | +20.8% | 6,200 | +15.1% | 0.08% | -1.2% |
| Q1 2019 | $317,000 | +17.0% | 5,387 | +4.3% | 0.08% | +7.6% |
| Q4 2018 | $271,000 | +11.5% | 5,165 | +21.3% | 0.08% | +21.5% |
| Q3 2018 | $243,000 | +7.5% | 4,257 | 0.0% | 0.06% | -3.0% |
| Q2 2018 | $226,000 | -17.5% | 4,257 | -19.4% | 0.07% | -20.2% |
| Q1 2018 | $274,000 | +4.2% | 5,281 | +6.0% | 0.08% | +5.0% |
| Q4 2017 | $263,000 | – | 4,981 | – | 0.08% | – |
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% |