ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,931 | +0.7% | 4,462 | +3.4% | 0.11% | 0.0% |
| Q2 2023 | $320,808 | +7.0% | 4,316 | +4.7% | 0.11% | +2.7% |
| Q1 2023 | $299,834 | +2.6% | 4,122 | +1.7% | 0.11% | -1.8% |
| Q4 2022 | $292,149 | -99.9% | 4,052 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $267,837,000 | -11.8% | 4,052 | -6.3% | 0.11% | -8.1% |
| Q2 2022 | $303,658,000 | -9.9% | 4,325 | 0.0% | 0.12% | +3.4% |
| Q1 2022 | $337,017,000 | +1.9% | 4,325 | +5.8% | 0.12% | +6.2% |
| Q4 2021 | $330,719,000 | +5.0% | 4,088 | -4.6% | 0.11% | -5.1% |
| Q3 2021 | $314,827,000 | -2.7% | 4,283 | -2.5% | 0.12% | -7.8% |
| Q2 2021 | $323,442,000 | +4.7% | 4,394 | -1.5% | 0.13% | +0.8% |
| Q1 2021 | $308,795,000 | +1.9% | 4,463 | 0.0% | 0.13% | -11.8% |
| Q4 2020 | $302,948,000 | +6.5% | 4,463 | 0.0% | 0.14% | -2.7% |
| Q3 2020 | $284,427,000 | +4.6% | 4,463 | -0.5% | 0.15% | -3.3% |
| Q2 2020 | $272,047,000 | +112316.1% | 4,487 | 0.0% | 0.15% | -6.1% |
| Q1 2020 | $242,000 | -32.0% | 4,487 | -17.4% | 0.16% | -13.3% |
| Q4 2019 | $356,000 | +9.2% | 5,430 | +7.0% | 0.19% | -4.6% |
| Q3 2019 | $326,000 | +4.5% | 5,075 | +0.5% | 0.20% | -1.0% |
| Q2 2019 | $312,000 | +2.3% | 5,051 | -2.8% | 0.20% | -3.4% |
| Q1 2019 | $305,000 | +8.9% | 5,194 | -2.7% | 0.21% | -15.9% |
| Q4 2018 | $280,000 | – | 5,337 | – | 0.24% | – |
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% |