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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,195 | -99.9% | 72,052 | +7.9% | 1.17% | +2.3% |
| Q3 2022 | $4,415,000 | -6.8% | 66,799 | -1.0% | 1.15% | +5.2% |
| Q2 2022 | $4,737,000 | -9.4% | 67,474 | +0.2% | 1.09% | +9.0% |
| Q1 2022 | $5,226,000 | -4.9% | 67,365 | -0.9% | 1.00% | +2.9% |
| Q4 2021 | $5,498,000 | +9.9% | 67,962 | -0.1% | 0.97% | +1.0% |
| Q3 2021 | $5,003,000 | -0.1% | 68,062 | +0.0% | 0.96% | -3.8% |
| Q2 2021 | $5,009,000 | -11.3% | 68,049 | -16.6% | 1.00% | -28.1% |
| Q1 2021 | $5,644,000 | +1.9% | 81,575 | -0.0% | 1.39% | -3.8% |
| Q4 2020 | $5,540,000 | -20.7% | 81,608 | -25.5% | 1.45% | -28.6% |
| Q3 2020 | $6,983,000 | +6.1% | 109,571 | +0.9% | 2.03% | -4.2% |
| Q2 2020 | $6,583,000 | +14.5% | 108,581 | +2.0% | 2.12% | -5.5% |
| Q1 2020 | $5,750,000 | -21.6% | 106,471 | -4.8% | 2.24% | -0.4% |
| Q4 2019 | $7,333,000 | +1.3% | 111,790 | -1.0% | 2.25% | -6.4% |
| Q3 2019 | $7,237,000 | +4.6% | 112,909 | +0.8% | 2.40% | +20.4% |
| Q2 2019 | $6,917,000 | +14.2% | 112,055 | +8.7% | 2.00% | -6.1% |
| Q1 2019 | $6,059,000 | +33.0% | 103,051 | +18.5% | 2.12% | +2.1% |
| Q4 2018 | $4,557,000 | -2.6% | 86,960 | +6.0% | 2.08% | +24.2% |
| Q3 2018 | $4,679,000 | +30.6% | 82,059 | +16.9% | 1.68% | +16.7% |
| Q2 2018 | $3,584,000 | 0.0% | 70,203 | 0.0% | 1.44% | -1.3% |
| Q1 2018 | $3,584,000 | +1.0% | 70,203 | +0.2% | 1.45% | +10.6% |
| Q3 2017 | $3,550,000 | +13.0% | 70,035 | +8.7% | 1.32% | +6.4% |
| Q2 2017 | $3,141,000 | +9.1% | 64,407 | +2.1% | 1.24% | -10.3% |
| Q4 2016 | $2,879,000 | -99.9% | 63,095 | +46.9% | 1.38% | +28.9% |
| Q3 2016 | $1,952,000,000 | – | 42,964 | – | 1.07% | – |
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% |