ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,372,335 | -4.7% | 419,623 | -2.2% | 2.46% | -4.6% |
| Q2 2023 | $31,885,066 | -3.1% | 428,966 | -5.1% | 2.57% | -9.2% |
| Q1 2023 | $32,896,146 | -0.7% | 452,243 | -1.6% | 2.83% | -2.5% |
| Q4 2022 | $33,138,015 | +8.4% | 459,612 | -0.6% | 2.91% | -3.1% |
| Q3 2022 | $30,558,000 | -8.7% | 462,298 | -3.0% | 3.00% | -8.3% |
| Q2 2022 | $33,478,000 | -10.8% | 476,832 | -1.4% | 3.27% | +2.6% |
| Q1 2022 | $37,523,000 | -5.6% | 483,733 | -1.5% | 3.19% | -6.6% |
| Q4 2021 | $39,732,000 | +12.1% | 491,129 | +1.8% | 3.41% | +3.1% |
| Q3 2021 | $35,455,000 | +3.0% | 482,382 | +3.1% | 3.31% | +0.3% |
| Q2 2021 | $34,431,000 | +10.7% | 467,747 | +4.1% | 3.30% | +2.7% |
| Q1 2021 | $31,100,000 | +16.6% | 449,488 | +14.4% | 3.22% | +4.5% |
| Q4 2020 | $26,664,000 | +30.1% | 392,814 | +22.2% | 3.08% | +11.6% |
| Q3 2020 | $20,494,000 | +23.6% | 321,581 | +17.6% | 2.76% | +8.8% |
| Q2 2020 | $16,583,000 | +14.1% | 273,507 | +1.7% | 2.54% | -14.4% |
| Q1 2020 | $14,531,000 | +4.1% | 269,039 | +26.5% | 2.96% | +29.8% |
| Q4 2019 | $13,955,000 | +12.1% | 212,724 | +9.5% | 2.28% | +2.5% |
| Q3 2019 | $12,448,000 | +31.8% | 194,202 | +26.9% | 2.23% | +27.1% |
| Q2 2019 | $9,443,000 | +29.8% | 152,979 | +23.6% | 1.75% | +23.7% |
| Q1 2019 | $7,276,000 | +27.1% | 123,749 | +13.3% | 1.42% | +10.0% |
| Q4 2018 | $5,724,000 | +9.3% | 109,244 | +18.9% | 1.29% | +20.2% |
| Q3 2018 | $5,239,000 | +6.6% | 91,844 | -0.7% | 1.07% | +1.3% |
| Q2 2018 | $4,915,000 | +1.9% | 92,449 | -0.4% | 1.06% | -2.1% |
| Q1 2018 | $4,821,000 | -1.6% | 92,845 | 0.0% | 1.08% | +0.9% |
| Q4 2017 | $4,900,000 | +4.6% | 92,845 | -0.2% | 1.07% | -7.1% |
| Q3 2017 | $4,684,000 | +2.4% | 93,045 | -0.5% | 1.15% | -5.5% |
| Q2 2017 | $4,575,000 | +1.6% | 93,500 | -0.9% | 1.22% | -2.3% |
| Q1 2017 | $4,502,000 | +1.1% | 94,337 | -4.2% | 1.25% | -7.6% |
| Q4 2016 | $4,454,000 | -2.8% | 98,500 | -2.4% | 1.35% | -2.1% |
| Q3 2016 | $4,583,000 | +7.4% | 100,885 | +9.3% | 1.38% | +0.1% |
| Q2 2016 | $4,266,000 | +6.9% | 92,313 | +1.6% | 1.38% | -3.5% |
| Q1 2016 | $3,991,000 | +37.3% | 90,853 | +30.7% | 1.43% | +31.6% |
| Q4 2015 | $2,907,000 | +19.1% | 69,518 | +12.7% | 1.09% | +13.6% |
| Q3 2015 | $2,441,000 | +91.2% | 61,661 | +94.8% | 0.96% | +90.6% |
| Q2 2015 | $1,277,000 | -2.2% | 31,661 | 0.0% | 0.50% | -6.5% |
| Q1 2015 | $1,306,000 | +44.8% | 31,661 | +42.0% | 0.54% | +43.2% |
| Q4 2014 | $902,000 | – | 22,291 | – | 0.38% | – |
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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% |