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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $820,573 | +2.1% | 11,040 | -0.1% | 0.09% | -5.1% |
| Q1 2023 | $803,557 | -3.1% | 11,047 | -4.0% | 0.10% | -3.9% |
| Q4 2022 | $829,390 | +9.1% | 11,503 | +0.1% | 0.10% | +2.0% |
| Q3 2022 | $760,000 | -4.8% | 11,490 | +1.1% | 0.10% | +3.1% |
| Q2 2022 | $798,000 | -13.7% | 11,366 | -4.7% | 0.10% | -1.0% |
| Q1 2022 | $925,000 | -3.1% | 11,922 | +1.0% | 0.10% | -2.0% |
| Q4 2021 | $955,000 | +9.9% | 11,807 | -0.1% | 0.10% | +5.2% |
| Q3 2021 | $869,000 | +2.7% | 11,823 | +2.9% | 0.10% | +2.1% |
| Q2 2021 | $846,000 | +20.9% | 11,487 | +13.6% | 0.09% | +13.3% |
| Q1 2021 | $700,000 | -6.5% | 10,113 | -8.4% | 0.08% | -21.0% |
| Q4 2020 | $749,000 | +5.8% | 11,041 | -0.6% | 0.10% | -8.7% |
| Q3 2020 | $708,000 | -6.0% | 11,106 | -10.5% | 0.12% | -12.9% |
| Q2 2020 | $753,000 | +16.2% | 12,415 | +3.4% | 0.13% | +0.8% |
| Q1 2020 | $648,000 | -15.6% | 12,005 | +2.5% | 0.13% | -33.8% |
| Q4 2019 | $768,000 | +0.4% | 11,708 | -2.0% | 0.20% | +1.0% |
| Q3 2019 | $765,000 | +172.2% | 11,941 | +162.4% | 0.20% | +154.5% |
| Q2 2019 | $281,000 | +4.1% | 4,551 | -1.0% | 0.08% | -1.3% |
| Q1 2019 | $270,000 | -3.9% | 4,596 | -14.2% | 0.08% | -19.6% |
| Q4 2018 | $281,000 | -40.1% | 5,354 | -34.9% | 0.10% | -36.2% |
| Q3 2018 | $469,000 | +4.7% | 8,223 | -2.5% | 0.15% | -0.7% |
| Q2 2018 | $448,000 | +16.7% | 8,431 | +14.0% | 0.15% | +6.2% |
| Q1 2018 | $384,000 | +16.7% | 7,396 | +9.9% | 0.14% | 0.0% |
| Q2 2017 | $329,000 | – | 6,729 | – | 0.14% | – |
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% |