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 | $1,398,659 | -3.6% | 19,324 | -1.0% | 0.22% | -2.7% |
| Q2 2023 | $1,451,206 | +2.1% | 19,524 | -0.1% | 0.22% | -5.5% |
| Q1 2023 | $1,422,022 | +1.1% | 19,549 | +0.2% | 0.24% | -6.3% |
| Q4 2022 | $1,406,146 | +11.6% | 19,503 | +2.3% | 0.25% | +3.3% |
| Q3 2022 | $1,260,000 | +0.5% | 19,068 | +6.8% | 0.25% | +0.8% |
| Q2 2022 | $1,254,000 | -9.5% | 17,860 | +0.0% | 0.24% | -1.2% |
| Q1 2022 | $1,385,000 | -12.0% | 17,859 | -8.2% | 0.25% | -9.5% |
| Q4 2021 | $1,574,000 | +10.2% | 19,455 | +0.1% | 0.27% | -1.1% |
| Q3 2021 | $1,428,000 | -0.1% | 19,429 | +0.0% | 0.28% | +1.5% |
| Q2 2021 | $1,430,000 | +4.5% | 19,427 | -1.8% | 0.27% | -10.2% |
| Q1 2021 | $1,369,000 | -22.6% | 19,786 | -24.1% | 0.30% | -24.8% |
| Q4 2020 | $1,769,000 | +4.2% | 26,052 | -2.2% | 0.40% | +1.0% |
| Q3 2020 | $1,697,000 | -45.4% | 26,629 | -48.0% | 0.40% | -52.7% |
| Q2 2020 | $3,107,000 | -9.0% | 51,252 | -18.9% | 0.84% | -28.7% |
| Q1 2020 | $3,415,000 | -35.2% | 63,195 | -21.4% | 1.18% | -3.6% |
| Q4 2019 | $5,274,000 | +5.2% | 80,410 | +2.8% | 1.23% | -2.4% |
| Q3 2019 | $5,011,000 | +7.6% | 78,195 | +3.7% | 1.26% | +43.5% |
| Q2 2019 | $4,656,000 | +0.8% | 75,428 | -4.0% | 0.88% | -2.2% |
| Q1 2019 | $4,620,000 | 0.0% | 78,565 | -10.9% | 0.90% | -10.9% |
| Q4 2018 | $4,620,000 | – | 88,146 | – | 1.00% | – |
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% |