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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $804,103 | +9.0% | 11,153 | -0.1% | 0.07% | 0.0% |
| Q3 2022 | $738,000 | -5.9% | 11,169 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $784,000 | -10.4% | 11,169 | -1.0% | 0.07% | 0.0% |
| Q1 2022 | $875,000 | -3.1% | 11,282 | +1.0% | 0.07% | 0.0% |
| Q4 2021 | $903,000 | +10.0% | 11,168 | +0.0% | 0.07% | +1.5% |
| Q3 2021 | $821,000 | -1.1% | 11,167 | -1.0% | 0.07% | -1.5% |
| Q2 2021 | $830,000 | +4.7% | 11,276 | -1.7% | 0.07% | -2.9% |
| Q1 2021 | $793,000 | -49.7% | 11,468 | -50.2% | 0.07% | -1.4% |
| Q4 2020 | $1,576,000 | +105.7% | 23,009 | +91.4% | 0.07% | -7.8% |
| Q3 2020 | $766,000 | +3.7% | 12,022 | -1.3% | 0.08% | -2.5% |
| Q2 2020 | $739,000 | +9.6% | 12,185 | -2.4% | 0.08% | -9.2% |
| Q1 2020 | $674,000 | -6.9% | 12,482 | +13.2% | 0.09% | +8.8% |
| Q4 2019 | $724,000 | +2.4% | 11,031 | 0.0% | 0.08% | -5.9% |
| Q3 2019 | $707,000 | +3.8% | 11,031 | 0.0% | 0.08% | +4.9% |
| Q2 2019 | $681,000 | +4.9% | 11,031 | 0.0% | 0.08% | +8.0% |
| Q1 2019 | $649,000 | +12.3% | 11,031 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $578,000 | -8.1% | 11,031 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $629,000 | +7.3% | 11,031 | 0.0% | 0.08% | +2.7% |
| Q2 2018 | $586,000 | +2.3% | 11,031 | 0.0% | 0.07% | +2.8% |
| Q1 2018 | $573,000 | -14.7% | 11,031 | -13.3% | 0.07% | -11.2% |
| Q4 2017 | $672,000 | +2.1% | 12,728 | -2.6% | 0.08% | -2.4% |
| Q3 2017 | $658,000 | +1.4% | 13,068 | -1.5% | 0.08% | -1.2% |
| Q2 2017 | $649,000 | +2.5% | 13,273 | 0.0% | 0.08% | +1.2% |
| Q1 2017 | $633,000 | +5.5% | 13,273 | 0.0% | 0.08% | -11.8% |
| Q4 2016 | $600,000 | -8.5% | 13,273 | -8.1% | 0.09% | -6.1% |
| Q3 2016 | $656,000 | -4.5% | 14,447 | -2.9% | 0.10% | -7.5% |
| Q2 2016 | $687,000 | -4.5% | 14,877 | -9.1% | 0.11% | -7.8% |
| Q1 2016 | $719,000 | – | 16,360 | – | 0.12% | – |
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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% |