ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,700 | +12.1% | 197,762 | +9.7% | 22.22% | +52.2% |
| Q1 2023 | $13,116 | +3.0% | 180,310 | +2.1% | 14.60% | +115.7% |
| Q4 2022 | $12,737 | -99.9% | 176,653 | +1.8% | 6.77% | -1.7% |
| Q3 2022 | $11,468,000 | -10.3% | 173,498 | -4.7% | 6.88% | -7.6% |
| Q2 2022 | $12,786,000 | -22.0% | 182,111 | -13.9% | 7.45% | -11.0% |
| Q1 2022 | $16,400,000 | -4.5% | 211,419 | -0.4% | 8.36% | -5.1% |
| Q4 2021 | $17,174,000 | +11.4% | 212,288 | +1.2% | 8.82% | -78.0% |
| Q3 2021 | $15,421,000 | +0.1% | 209,808 | +0.3% | 40.01% | +299.9% |
| Q2 2021 | $15,405,000 | +7.1% | 209,283 | +0.6% | 10.01% | +18.1% |
| Q1 2021 | $14,388,000 | +16.0% | 207,946 | +13.8% | 8.48% | +9.6% |
| Q4 2020 | $12,399,000 | +230.6% | 182,662 | +210.4% | 7.74% | +177.8% |
| Q3 2020 | $3,750,000 | +13.7% | 58,842 | +8.1% | 2.78% | +9.1% |
| Q2 2020 | $3,299,000 | +31.1% | 54,418 | +16.8% | 2.55% | +9.3% |
| Q1 2020 | $2,516,000 | +6.0% | 46,576 | +28.8% | 2.33% | +10.6% |
| Q4 2019 | $2,373,000 | – | 36,175 | – | 2.11% | – |
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% |