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 | $1,202,552 | -2.6% | 16,614 | 0.0% | 0.79% | +12.4% |
| Q2 2023 | $1,234,950 | +2.2% | 16,614 | +0.0% | 0.70% | -5.0% |
| Q1 2023 | $1,207,958 | +0.9% | 16,607 | +0.1% | 0.74% | -13.1% |
| Q4 2022 | $1,196,669 | +6.8% | 16,597 | -2.1% | 0.85% | -8.9% |
| Q3 2022 | $1,121,000 | -6.3% | 16,959 | -0.5% | 0.93% | -1.0% |
| Q2 2022 | $1,197,000 | -9.5% | 17,046 | +0.0% | 0.94% | +8.7% |
| Q1 2022 | $1,322,000 | -4.7% | 17,039 | -0.6% | 0.87% | -1.4% |
| Q4 2021 | $1,387,000 | +9.4% | 17,142 | -0.6% | 0.88% | +2.3% |
| Q3 2021 | $1,268,000 | -0.1% | 17,246 | +0.0% | 0.86% | +5.5% |
| Q2 2021 | $1,269,000 | -12.4% | 17,240 | -17.6% | 0.81% | -8.2% |
| Q1 2021 | $1,448,000 | -17.4% | 20,928 | -23.9% | 0.89% | -35.8% |
| Q4 2020 | $1,754,000 | 0.0% | 27,517 | 0.0% | 1.38% | +0.7% |
| Q3 2020 | $1,754,000 | +2.1% | 27,517 | -2.9% | 1.37% | -3.4% |
| Q2 2020 | $1,718,000 | +3.4% | 28,330 | -7.9% | 1.42% | -15.6% |
| Q1 2020 | $1,662,000 | -20.5% | 30,771 | -3.4% | 1.68% | +13.9% |
| Q4 2019 | $2,090,000 | +2.5% | 31,856 | +0.1% | 1.48% | -6.7% |
| Q3 2019 | $2,040,000 | +3.7% | 31,831 | -0.1% | 1.59% | +3.2% |
| Q2 2019 | $1,967,000 | +3.9% | 31,872 | -1.0% | 1.54% | -1.3% |
| Q1 2019 | $1,894,000 | -0.9% | 32,210 | -3.9% | 1.56% | +2.1% |
| Q4 2018 | $1,912,000 | 0.0% | 33,524 | 0.0% | 1.53% | +0.3% |
| Q3 2018 | $1,912,000 | +7.3% | 33,524 | +0.0% | 1.52% | -4.1% |
| Q2 2018 | $1,782,000 | +2.1% | 33,514 | -0.3% | 1.59% | -1.2% |
| Q1 2018 | $1,746,000 | -2.2% | 33,616 | -0.6% | 1.60% | +0.5% |
| Q4 2017 | $1,786,000 | -0.4% | 33,830 | -5.1% | 1.60% | -6.6% |
| Q3 2017 | $1,794,000 | -0.9% | 35,635 | -3.7% | 1.71% | -5.8% |
| Q2 2017 | $1,811,000 | +2.0% | 37,021 | -0.4% | 1.82% | -4.8% |
| Q1 2017 | $1,775,000 | +5.5% | 37,187 | -0.0% | 1.91% | -3.8% |
| Q4 2016 | $1,682,000 | – | 37,201 | – | 1.98% | – |
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% |