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 | $783,309 | -2.6% | 10,822 | 0.0% | 0.34% | +3.0% |
| Q2 2023 | $804,412 | -1.9% | 10,822 | -4.0% | 0.33% | -5.7% |
| Q1 2023 | $819,873 | +0.9% | 11,271 | +0.0% | 0.35% | -3.3% |
| Q4 2022 | $812,396 | +10.7% | 11,267 | +1.5% | 0.36% | +13.1% |
| Q3 2022 | $734,000 | -0.1% | 11,103 | +6.1% | 0.32% | -2.1% |
| Q2 2022 | $735,000 | -24.5% | 10,464 | -16.6% | 0.33% | +72.6% |
| Q1 2022 | $974,000 | +87.7% | 12,554 | +95.6% | 0.19% | -5.9% |
| Q4 2021 | $519,000 | +13.6% | 6,418 | +3.3% | 0.20% | +2.0% |
| Q3 2021 | $457,000 | +2.9% | 6,213 | +2.9% | 0.20% | +1.5% |
| Q2 2021 | $444,000 | +5.7% | 6,036 | -0.6% | 0.20% | -3.0% |
| Q1 2021 | $420,000 | -0.5% | 6,070 | -2.4% | 0.20% | -1.0% |
| Q4 2020 | $422,000 | +4.2% | 6,220 | -2.1% | 0.20% | -12.5% |
| Q3 2020 | $405,000 | +8.9% | 6,351 | +3.5% | 0.23% | +0.4% |
| Q2 2020 | $372,000 | +22.0% | 6,135 | +8.5% | 0.23% | +2.2% |
| Q1 2020 | $305,000 | -19.9% | 5,652 | -2.7% | 0.23% | -0.4% |
| Q4 2019 | $381,000 | +14.1% | 5,808 | +11.3% | 0.23% | +6.1% |
| Q3 2019 | $334,000 | -12.6% | 5,217 | -15.7% | 0.21% | +122.9% |
| Q2 2019 | $382,000 | +47.5% | 6,190 | +40.5% | 0.10% | -45.8% |
| Q1 2019 | $259,000 | +1.6% | 4,405 | -9.7% | 0.18% | +7.3% |
| Q4 2018 | $255,000 | +18.1% | 4,879 | +28.6% | 0.16% | +13.0% |
| Q3 2018 | $216,000 | +7.5% | 3,795 | +0.1% | 0.15% | +5.0% |
| Q2 2018 | $201,000 | -20.9% | 3,790 | -21.4% | 0.14% | -15.2% |
| Q4 2017 | $254,000 | – | 4,819 | – | 0.16% | – |
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% |