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 | $9,115,614 | -12.2% | 125,324 | -10.2% | 0.04% | +169.2% |
| Q2 2023 | $10,377,224 | +11.3% | 139,610 | +9.0% | 0.01% | -93.0% |
| Q1 2023 | $9,320,917 | +8.3% | 128,139 | -2.1% | 0.19% | +70.6% |
| Q4 2022 | $8,609,718 | -1.8% | 130,920 | -1.3% | 0.11% | -1.8% |
| Q3 2022 | $8,767,000 | -4.3% | 132,653 | +1.7% | 0.11% | -1.8% |
| Q2 2022 | $9,157,000 | -0.3% | 130,471 | +10.2% | 0.11% | +18.9% |
| Q1 2022 | $9,182,000 | -11.8% | 118,367 | -8.1% | 0.10% | -5.0% |
| Q4 2021 | $10,414,000 | +711.1% | 128,739 | +636.4% | 0.10% | +488.2% |
| Q3 2021 | $1,284,000 | -1.5% | 17,482 | -1.2% | 0.02% | -5.6% |
| Q2 2021 | $1,303,000 | +214.0% | 17,695 | +194.9% | 0.02% | +157.1% |
| Q1 2021 | $415,000 | -95.2% | 6,000 | -95.3% | 0.01% | -95.0% |
| Q4 2020 | $8,607,000 | +9.2% | 126,798 | +2.5% | 0.14% | -4.8% |
| Q3 2020 | $7,881,000 | +2.2% | 123,655 | -2.8% | 0.15% | -13.0% |
| Q2 2020 | $7,715,000 | +3155.3% | 127,253 | +3421.1% | 0.17% | +2716.7% |
| Q4 2019 | $237,000 | -36.5% | 3,614 | -37.9% | 0.01% | -45.5% |
| Q3 2019 | $373,000 | +42.9% | 5,821 | +37.8% | 0.01% | +37.5% |
| Q2 2019 | $261,000 | +89.1% | 4,224 | +80.5% | 0.01% | +60.0% |
| Q1 2019 | $138,000 | +70.4% | 2,340 | +52.4% | 0.01% | 0.0% |
| Q4 2018 | $81,000 | – | 1,535 | – | 0.01% | – |
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% |