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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,932,851 | -5.0% | 40,678 | -12.9% | 0.26% | -11.9% |
| Q3 2022 | $3,088,000 | -17.6% | 46,713 | -12.5% | 0.29% | -15.8% |
| Q2 2022 | $3,747,000 | -21.0% | 53,376 | -12.7% | 0.35% | -14.9% |
| Q1 2022 | $4,741,000 | -0.7% | 61,119 | +3.5% | 0.41% | -24.1% |
| Q4 2021 | $4,775,000 | -13.4% | 59,030 | -21.3% | 0.54% | -0.6% |
| Q3 2021 | $5,514,000 | -11.2% | 75,014 | -11.1% | 0.54% | -17.0% |
| Q2 2021 | $6,208,000 | -10.9% | 84,335 | -16.3% | 0.65% | -19.2% |
| Q1 2021 | $6,971,000 | -31.8% | 100,753 | -33.1% | 0.81% | -38.0% |
| Q4 2020 | $10,217,000 | -27.3% | 150,514 | -31.8% | 1.30% | -38.9% |
| Q3 2020 | $14,055,000 | -35.8% | 220,547 | -38.9% | 2.14% | -43.6% |
| Q2 2020 | $21,885,000 | -4.7% | 360,957 | -15.1% | 3.78% | -26.8% |
| Q1 2020 | $22,957,000 | -15.3% | 425,048 | +2.9% | 5.17% | +0.9% |
| Q4 2019 | $27,088,000 | +8.4% | 412,929 | +5.9% | 5.12% | -4.3% |
| Q3 2019 | $24,989,000 | +17.1% | 389,838 | +12.8% | 5.36% | +12.2% |
| Q2 2019 | $21,335,000 | +8.7% | 345,615 | +3.5% | 4.77% | -12.0% |
| Q1 2019 | $19,636,000 | +24.9% | 333,938 | +11.3% | 5.43% | -37.7% |
| Q4 2018 | $15,725,000 | +69.5% | 300,096 | +84.5% | 8.72% | +200.1% |
| Q3 2018 | $9,276,000 | +7.5% | 162,627 | +0.2% | 2.90% | -5.0% |
| Q2 2018 | $8,626,000 | -0.1% | 162,270 | -2.4% | 3.06% | -6.7% |
| Q1 2018 | $8,632,000 | -8.3% | 166,217 | -6.8% | 3.27% | -11.0% |
| Q4 2017 | $9,409,000 | – | 178,278 | – | 3.68% | – |
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% |