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 | $9,748,868 | -38.4% | 134,690 | -36.7% | 0.32% | -36.1% |
| Q2 2023 | $15,822,409 | -52.8% | 212,867 | -53.8% | 0.51% | -54.9% |
| Q1 2023 | $33,491,502 | +4.3% | 460,427 | +3.4% | 1.13% | -18.9% |
| Q4 2022 | $32,102,318 | +15.8% | 445,247 | +6.2% | 1.39% | +9.1% |
| Q3 2022 | $27,716,000 | +145.8% | 419,301 | +161.1% | 1.28% | +146.3% |
| Q2 2022 | $11,276,000 | -17.5% | 160,605 | -8.1% | 0.52% | -4.4% |
| Q1 2022 | $13,669,000 | -17.1% | 174,800 | -14.3% | 0.54% | -11.4% |
| Q4 2021 | $16,493,000 | -15.9% | 203,868 | -23.6% | 0.61% | -22.6% |
| Q3 2021 | $19,620,000 | -13.8% | 266,944 | -13.7% | 0.79% | -17.9% |
| Q2 2021 | $22,761,000 | +0.2% | 309,210 | -5.8% | 0.96% | -10.0% |
| Q1 2021 | $22,707,000 | -29.7% | 328,190 | -31.1% | 1.07% | -38.9% |
| Q4 2020 | $32,318,000 | +9.1% | 476,103 | +2.4% | 1.75% | -4.3% |
| Q3 2020 | $29,624,000 | +1.7% | 464,833 | -3.3% | 1.83% | -3.6% |
| Q2 2020 | $29,137,000 | -6.5% | 480,580 | -16.7% | 1.90% | -24.6% |
| Q1 2020 | $31,165,000 | +0.1% | 577,026 | +21.5% | 2.52% | +8.0% |
| Q4 2019 | $31,144,000 | +0.2% | 474,760 | -2.1% | 2.34% | -12.2% |
| Q3 2019 | $31,093,000 | +123.2% | 485,066 | +115.0% | 2.66% | +95.9% |
| Q2 2019 | $13,928,000 | +47.5% | 225,628 | +40.5% | 1.36% | +28.2% |
| Q1 2019 | $9,443,000 | +3410.4% | 160,600 | +3019.1% | 1.06% | +2689.5% |
| Q4 2018 | $269,000 | -6.3% | 5,149 | +2.4% | 0.04% | +5.6% |
| Q3 2018 | $287,000 | +9.5% | 5,026 | +1.6% | 0.04% | -2.7% |
| Q2 2018 | $262,000 | -28.6% | 4,946 | -30.1% | 0.04% | -35.1% |
| Q1 2018 | $367,000 | -24.5% | 7,072 | -23.2% | 0.06% | -28.8% |
| Q4 2017 | $486,000 | +118.9% | 9,213 | +114.7% | 0.08% | +110.5% |
| Q3 2017 | $222,000 | +5.7% | 4,291 | +2.1% | 0.04% | -5.0% |
| Q2 2017 | $210,000 | -34.4% | 4,202 | -36.8% | 0.04% | +25.0% |
| Q1 2017 | $320,000 | +433.3% | 6,650 | +402.6% | 0.03% | +128.6% |
| Q4 2016 | $60,000 | – | 1,323 | – | 0.01% | – |
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% |