ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,156,562 | -3.5% | 29,795 | -0.9% | 0.21% | -4.5% |
| Q2 2023 | $2,233,914 | +2.1% | 30,054 | -0.1% | 0.22% | -14.3% |
| Q1 2023 | $2,187,728 | +0.3% | 30,076 | -0.5% | 0.26% | -0.4% |
| Q4 2022 | $2,180,448 | +10.4% | 30,242 | +1.2% | 0.26% | +1.2% |
| Q3 2022 | $1,975,000 | -53.4% | 29,883 | -50.5% | 0.26% | -50.1% |
| Q2 2022 | $4,239,000 | -34.4% | 60,380 | -27.5% | 0.51% | -27.1% |
| Q1 2022 | $6,464,000 | -4.1% | 83,329 | 0.0% | 0.70% | -11.9% |
| Q4 2021 | $6,741,000 | +58.6% | 83,329 | +44.1% | 0.80% | +48.8% |
| Q3 2021 | $4,251,000 | +2.1% | 57,837 | +2.2% | 0.54% | +2.5% |
| Q2 2021 | $4,165,000 | +10.1% | 56,576 | +3.5% | 0.52% | -1.9% |
| Q1 2021 | $3,782,000 | +27.6% | 54,659 | +25.2% | 0.53% | +21.4% |
| Q4 2020 | $2,964,000 | +163.7% | 43,661 | +147.5% | 0.44% | +107.5% |
| Q3 2020 | $1,124,000 | -17.6% | 17,643 | -21.6% | 0.21% | -23.2% |
| Q2 2020 | $1,364,000 | +149.8% | 22,496 | +122.4% | 0.28% | +107.5% |
| Q1 2020 | $546,000 | +21.9% | 10,115 | +48.2% | 0.13% | +10.8% |
| Q4 2019 | $448,000 | +43.1% | 6,825 | +39.7% | 0.12% | +37.9% |
| Q3 2019 | $313,000 | +20.4% | 4,885 | +18.1% | 0.09% | +10.1% |
| Q2 2019 | $260,000 | +145.3% | 4,135 | +130.4% | 0.08% | +102.6% |
| Q1 2019 | $106,000 | +34.2% | 1,795 | +19.7% | 0.04% | +14.7% |
| Q4 2018 | $79,000 | – | 1,500 | – | 0.03% | – |
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% |