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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,824,831 | +7.2% | 23,386 | -0.6% | 1.57% | -2.1% |
Q3 2023 | $1,702,180 | -7.7% | 23,517 | -5.2% | 1.60% | -3.3% |
Q2 2023 | $1,843,776 | -1.4% | 24,805 | -3.5% | 1.66% | -4.4% |
Q1 2023 | $1,869,057 | +1.3% | 25,695 | +0.4% | 1.73% | -4.3% |
Q4 2022 | $1,845,849 | +8.3% | 25,601 | -0.7% | 1.81% | +3.6% |
Q3 2022 | $1,704,000 | -6.1% | 25,786 | -0.3% | 1.75% | -0.9% |
Q2 2022 | $1,815,000 | -23.0% | 25,857 | -14.9% | 1.76% | -15.3% |
Q1 2022 | $2,357,000 | -15.2% | 30,389 | -11.5% | 2.08% | -9.7% |
Q4 2021 | $2,778,000 | +10.8% | 34,334 | +0.7% | 2.31% | +2.9% |
Q3 2021 | $2,507,000 | -3.0% | 34,111 | -2.8% | 2.24% | -4.4% |
Q2 2021 | $2,584,000 | -11.2% | 35,108 | -16.5% | 2.34% | -9.0% |
Q1 2021 | $2,909,000 | +6.7% | 42,042 | +4.7% | 2.58% | +3.9% |
Q4 2020 | $2,727,000 | -4.3% | 40,171 | -10.2% | 2.48% | -14.8% |
Q3 2020 | $2,850,000 | -6.1% | 44,725 | -10.7% | 2.91% | -10.3% |
Q2 2020 | $3,036,000 | +9.6% | 50,067 | -2.4% | 3.24% | -13.9% |
Q1 2020 | $2,771,000 | -56.6% | 51,296 | -47.3% | 3.77% | -38.7% |
Q4 2019 | $6,385,000 | -2.0% | 97,340 | -4.3% | 6.15% | -4.2% |
Q3 2019 | $6,517,000 | -0.5% | 101,672 | -4.1% | 6.42% | -0.4% |
Q2 2019 | $6,547,000 | -3.3% | 106,059 | -7.9% | 6.44% | -6.9% |
Q1 2019 | $6,772,000 | +14.5% | 115,168 | +2.0% | 6.92% | +1.7% |
Q4 2018 | $5,915,000 | – | 112,884 | – | 6.80% | – |
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% |