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 | $1,248,792 | -7.9% | 17,161 | -5.9% | 0.09% | -6.0% |
Q2 2023 | $1,355,594 | +1.2% | 18,237 | -1.0% | 0.10% | -3.8% |
Q1 2023 | $1,339,484 | +1.3% | 18,414 | +0.4% | 0.10% | -15.4% |
Q4 2022 | $1,322,379 | +75.4% | 18,340 | +60.7% | 0.12% | +68.5% |
Q3 2022 | $754,000 | -8.0% | 11,414 | -2.2% | 0.07% | -8.8% |
Q2 2022 | $820,000 | -9.6% | 11,676 | -0.2% | 0.08% | -5.9% |
Q1 2022 | $907,000 | -6.4% | 11,698 | -2.3% | 0.08% | +6.2% |
Q4 2021 | $969,000 | +3.9% | 11,978 | -5.7% | 0.08% | -3.6% |
Q3 2021 | $933,000 | -18.9% | 12,700 | -18.7% | 0.08% | -21.0% |
Q2 2021 | $1,150,000 | +12.2% | 15,628 | +5.5% | 0.10% | -6.2% |
Q1 2021 | $1,025,000 | -29.0% | 14,808 | -30.4% | 0.11% | -32.1% |
Q4 2020 | $1,444,000 | -9.0% | 21,278 | -14.6% | 0.16% | -24.0% |
Q3 2020 | $1,587,000 | -3.6% | 24,904 | -8.3% | 0.22% | -12.1% |
Q2 2020 | $1,646,000 | +12.6% | 27,151 | +0.3% | 0.25% | -10.8% |
Q1 2020 | $1,462,000 | +95.2% | 27,060 | +137.0% | 0.28% | +106.7% |
Q4 2019 | $749,000 | +225.7% | 11,417 | +218.3% | 0.13% | +197.8% |
Q3 2019 | $230,000 | – | 3,587 | – | 0.04% | – |
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% |