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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $580,777 | -2.6% | 8,024 | 0.0% | 0.26% | +0.8% |
| Q2 2023 | $596,424 | +2.2% | 8,024 | 0.0% | 0.26% | -1.9% |
| Q1 2023 | $583,666 | +100705.9% | 8,024 | 0.0% | 0.26% | -4.4% |
| Q4 2022 | $579 | -99.9% | 8,024 | 0.0% | 0.27% | +1.9% |
| Q3 2022 | $530,000 | -5.9% | 8,024 | 0.0% | 0.27% | -0.7% |
| Q2 2022 | $563,000 | -9.5% | 8,024 | 0.0% | 0.27% | +5.5% |
| Q1 2022 | $622,000 | -4.2% | 8,024 | 0.0% | 0.26% | +1.2% |
| Q4 2021 | $649,000 | +10.0% | 8,024 | 0.0% | 0.25% | -4.9% |
| Q3 2021 | $590,000 | -0.2% | 8,024 | 0.0% | 0.27% | +0.4% |
| Q2 2021 | $591,000 | +6.5% | 8,024 | 0.0% | 0.26% | -2.6% |
| Q1 2021 | $555,000 | +1.8% | 8,024 | 0.0% | 0.27% | -4.6% |
| Q4 2020 | $545,000 | +6.7% | 8,024 | 0.0% | 0.28% | -6.9% |
| Q3 2020 | $511,000 | +5.4% | 8,024 | +0.3% | 0.31% | -2.9% |
| Q2 2020 | $485,000 | +12.0% | 8,000 | -0.3% | 0.32% | -6.2% |
| Q1 2020 | $433,000 | -17.7% | 8,024 | 0.0% | 0.34% | -1.2% |
| Q4 2019 | $526,000 | +2.3% | 8,024 | 0.0% | 0.34% | -4.0% |
| Q3 2019 | $514,000 | +3.8% | 8,024 | 0.0% | 0.35% | +3.8% |
| Q2 2019 | $495,000 | +4.9% | 8,024 | 0.0% | 0.34% | +5.2% |
| Q1 2019 | $472,000 | +12.4% | 8,024 | 0.0% | 0.32% | 0.0% |
| Q4 2018 | $420,000 | -8.3% | 8,024 | 0.0% | 0.32% | +9.8% |
| Q3 2018 | $458,000 | +7.3% | 8,024 | 0.0% | 0.30% | -2.3% |
| Q2 2018 | $427,000 | +2.4% | 8,024 | 0.0% | 0.30% | -0.3% |
| Q1 2018 | $417,000 | -1.7% | 8,024 | 0.0% | 0.30% | -5.0% |
| Q4 2017 | $424,000 | +5.0% | 8,024 | 0.0% | 0.32% | -3.6% |
| Q3 2017 | $404,000 | +2.8% | 8,024 | 0.0% | 0.33% | +0.3% |
| Q2 2017 | $393,000 | +2.6% | 8,024 | 0.0% | 0.33% | +2.2% |
| Q1 2017 | $383,000 | +5.5% | 8,024 | 0.0% | 0.32% | -0.6% |
| Q4 2016 | $363,000 | -0.5% | 8,024 | 0.0% | 0.32% | -0.6% |
| Q3 2016 | $365,000 | -1.4% | 8,024 | +0.3% | 0.33% | -3.5% |
| Q2 2016 | $370,000 | -83.5% | 8,000 | -84.9% | 0.34% | -65.6% |
| Q1 2016 | $2,236,000 | +167.5% | 52,900 | +164.5% | 0.98% | +29.3% |
| Q4 2015 | $836,000 | -15.6% | 20,000 | -20.0% | 0.76% | -16.2% |
| Q3 2015 | $990,000 | -25.4% | 25,000 | -24.0% | 0.91% | -21.1% |
| Q2 2015 | $1,327,000 | -2.2% | 32,900 | 0.0% | 1.15% | -0.8% |
| Q1 2015 | $1,357,000 | +1.9% | 32,900 | 0.0% | 1.16% | -2.2% |
| Q4 2014 | $1,332,000 | – | 32,900 | – | 1.19% | – |
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% |