ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. 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 | $18,564,876 | -7.0% | 256,492 | -2.6% | 1.26% | -1.2% |
| Q2 2023 | $19,957,895 | -0.2% | 263,262 | -4.2% | 1.27% | -10.4% |
| Q1 2023 | $19,989,654 | +2.8% | 274,810 | +1.9% | 1.42% | +3.0% |
| Q4 2022 | $19,447,038 | -7.2% | 269,723 | -14.9% | 1.38% | -26.6% |
| Q3 2022 | $20,952,000 | -4.7% | 316,981 | +1.2% | 1.88% | -1.9% |
| Q2 2022 | $21,991,000 | -9.8% | 313,224 | -0.4% | 1.91% | +9.4% |
| Q1 2022 | $24,390,000 | -40.6% | 314,428 | -38.0% | 1.75% | -43.1% |
| Q4 2021 | $41,035,000 | +9.5% | 507,235 | -0.5% | 3.08% | +8.0% |
| Q3 2021 | $37,461,000 | -5.3% | 509,670 | -3.3% | 2.85% | -2.0% |
| Q2 2021 | $39,545,000 | +5.3% | 527,190 | -2.9% | 2.91% | +1.3% |
| Q1 2021 | $37,572,000 | +0.4% | 543,021 | -1.5% | 2.87% | -6.2% |
| Q4 2020 | $37,435,000 | +5.5% | 551,488 | -1.0% | 3.06% | -9.8% |
| Q3 2020 | $35,489,000 | +6.1% | 556,867 | +4.8% | 3.39% | +2.6% |
| Q2 2020 | $33,442,000 | +11.8% | 531,581 | +5.6% | 3.31% | -0.1% |
| Q1 2020 | $29,907,000 | +42.4% | 503,392 | +57.2% | 3.31% | +60.7% |
| Q4 2019 | $21,008,000 | +1.3% | 320,153 | -1.1% | 2.06% | -6.7% |
| Q3 2019 | $20,730,000 | +0.5% | 323,749 | -0.7% | 2.21% | -3.0% |
| Q2 2019 | $20,628,000 | +7.3% | 326,027 | -0.3% | 2.28% | -0.5% |
| Q1 2019 | $19,219,000 | +11.1% | 326,846 | -1.0% | 2.29% | -1.7% |
| Q4 2018 | $17,304,000 | -14.3% | 330,223 | -6.7% | 2.33% | -6.8% |
| Q3 2018 | $20,188,000 | +9.9% | 353,918 | +2.4% | 2.50% | +1.1% |
| Q2 2018 | $18,368,000 | +9.2% | 345,527 | +6.7% | 2.47% | +1.4% |
| Q1 2018 | $16,816,000 | +14.2% | 323,824 | +16.0% | 2.44% | +1.8% |
| Q4 2017 | $14,729,000 | – | 279,071 | – | 2.40% | – |
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% |