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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $211,164 | +0.9% | 2,903 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $209,306 | +2.6% | 2,903 | 0.0% | 0.03% | +15.4% |
| Q2 2022 | $204,000 | -24.2% | 2,903 | -16.2% | 0.03% | -16.1% |
| Q1 2022 | $269,000 | -16.2% | 3,463 | -12.8% | 0.03% | -11.4% |
| Q4 2021 | $321,000 | -36.8% | 3,973 | -42.5% | 0.04% | -42.6% |
| Q3 2021 | $508,000 | -0.2% | 6,914 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $509,000 | +2.6% | 6,914 | -3.6% | 0.06% | -7.6% |
| Q1 2021 | $496,000 | -7.6% | 7,170 | -9.3% | 0.07% | -13.2% |
| Q4 2020 | $537,000 | +6.5% | 7,907 | 0.0% | 0.08% | -6.2% |
| Q3 2020 | $504,000 | +5.2% | 7,907 | 0.0% | 0.08% | -2.4% |
| Q2 2020 | $479,000 | +12.2% | 7,907 | 0.0% | 0.08% | -9.8% |
| Q1 2020 | $427,000 | +112.4% | 7,907 | +158.2% | 0.09% | +170.6% |
| Q4 2019 | $201,000 | +113.8% | 3,062 | +90.9% | 0.03% | +112.5% |
| Q1 2019 | $94,000 | +100.0% | 1,604 | +79.0% | 0.02% | +60.0% |
| Q4 2018 | $47,000 | +327.3% | 896 | +366.7% | 0.01% | +400.0% |
| Q3 2018 | $11,000 | +10.0% | 192 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | – | 192 | – | 0.00% | – |
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% |