ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,806 | +414.6% | 1,448 | +428.5% | 0.02% | +425.0% |
| Q2 2023 | $20,366 | +2.2% | 274 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $19,931 | +0.9% | 274 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $19,755 | +9.8% | 274 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $18,000 | -5.3% | 274 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $19,000 | -9.5% | 274 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | -4.5% | 274 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $22,000 | +10.0% | 274 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $20,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 274 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $19,000 | -62.0% | 274 | -62.5% | 0.01% | -61.1% |
| Q4 2020 | $50,000 | -27.5% | 730 | -33.0% | 0.02% | -40.0% |
| Q3 2020 | $69,000 | +4.5% | 1,089 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $66,000 | +4.8% | 1,089 | -7.2% | 0.03% | -11.4% |
| Q1 2020 | $63,000 | -18.2% | 1,174 | 0.0% | 0.04% | -5.4% |
| Q4 2019 | $77,000 | +2.7% | 1,174 | 0.0% | 0.04% | -7.5% |
| Q3 2019 | $75,000 | +8.7% | 1,174 | 0.0% | 0.04% | +5.3% |
| Q2 2019 | $69,000 | 0.0% | 1,174 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $69,000 | +11.3% | 1,174 | 0.0% | 0.04% | -5.0% |
| Q4 2018 | $62,000 | -10.1% | 1,174 | -3.3% | 0.04% | 0.0% |
| Q3 2018 | $69,000 | +6.2% | 1,214 | 0.0% | 0.04% | +2.6% |
| Q2 2018 | $65,000 | 0.0% | 1,214 | -3.5% | 0.04% | +2.6% |
| Q1 2018 | $65,000 | -7.1% | 1,258 | -5.3% | 0.04% | -7.3% |
| Q4 2017 | $70,000 | – | 1,328 | – | 0.04% | – |
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% |