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 | $1,276,566 | +26.3% | 17,637 | +29.7% | 0.14% | +18.8% |
Q2 2023 | $1,010,814 | +2.5% | 13,599 | +0.3% | 0.12% | -1.7% |
Q1 2023 | $986,573 | +0.9% | 13,563 | 0.0% | 0.12% | -0.8% |
Q4 2022 | $977,892 | +9.0% | 13,563 | 0.0% | 0.12% | -3.2% |
Q3 2022 | $897,000 | +220.4% | 13,563 | +240.2% | 0.12% | +244.4% |
Q2 2022 | $280,000 | -10.5% | 3,987 | -1.2% | 0.04% | +2.9% |
Q1 2022 | $313,000 | -4.3% | 4,036 | 0.0% | 0.04% | -7.9% |
Q4 2021 | $327,000 | +10.1% | 4,036 | 0.0% | 0.04% | -2.6% |
Q3 2021 | $297,000 | 0.0% | 4,036 | 0.0% | 0.04% | -4.9% |
Q2 2021 | $297,000 | +6.5% | 4,036 | 0.0% | 0.04% | -12.8% |
Q1 2021 | $279,000 | +1.8% | 4,036 | 0.0% | 0.05% | -9.6% |
Q4 2020 | $274,000 | +6.6% | 4,036 | 0.0% | 0.05% | -11.9% |
Q3 2020 | $257,000 | +4.9% | 4,036 | 0.0% | 0.06% | -1.7% |
Q2 2020 | $245,000 | +12.4% | 4,036 | 0.0% | 0.06% | -7.7% |
Q1 2020 | $218,000 | – | 4,036 | – | 0.06% | – |
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% |