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 | $3,469,000 | +0.5% | 47,675 | +2.6% | 0.22% | +13.5% |
Q2 2023 | $3,453,000 | +231956.5% | 46,460 | +127.2% | 0.19% | +67.0% |
Q1 2023 | $1,488 | -56.6% | 20,451 | -57.0% | 0.12% | -48.2% |
Q4 2022 | $3,428 | -99.7% | 47,552 | +147.9% | 0.22% | +73.4% |
Q3 2022 | $1,268,000 | -62.3% | 19,185 | -53.9% | 0.13% | -33.7% |
Q4 2021 | $3,365,000 | +12.7% | 41,596 | +2.4% | 0.19% | -4.5% |
Q3 2021 | $2,986,000 | +21.9% | 40,626 | +22.1% | 0.20% | +24.7% |
Q2 2021 | $2,449,000 | -50.5% | 33,267 | -51.2% | 0.16% | -5.8% |
Q1 2021 | $4,949,000 | -8.0% | 68,166 | -14.0% | 0.17% | -25.2% |
Q4 2020 | $5,379,000 | -0.2% | 79,249 | -6.3% | 0.23% | -14.5% |
Q3 2020 | $5,391,000 | +22.7% | 84,591 | +16.7% | 0.27% | +11.6% |
Q2 2020 | $4,394,000 | -38.2% | 72,476 | -44.9% | 0.24% | -54.2% |
Q1 2020 | $7,111,000 | -14.9% | 131,653 | +3.4% | 0.53% | -17.4% |
Q4 2019 | $8,355,000 | -36.9% | 127,359 | -38.3% | 0.64% | -41.8% |
Q3 2019 | $13,239,000 | +567.0% | 206,539 | +511.7% | 1.09% | +392.8% |
Q1 2019 | $1,985,000 | -23.9% | 33,764 | -32.2% | 0.22% | -39.8% |
Q4 2018 | $2,608,000 | – | 49,769 | – | 0.37% | – |
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% |