ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,710,168 | -9.4% | 92,707 | -7.0% | 0.28% | +7.5% |
| Q2 2023 | $7,410,217 | +1.9% | 99,693 | -0.3% | 0.26% | -6.4% |
| Q1 2023 | $7,272,740 | +5.7% | 99,983 | +4.8% | 0.28% | -1.7% |
| Q4 2022 | $6,877,373 | +18.7% | 95,387 | +8.8% | 0.29% | +9.9% |
| Q3 2022 | $5,794,000 | -8.1% | 87,662 | -2.4% | 0.26% | -7.4% |
| Q2 2022 | $6,306,000 | -9.3% | 89,817 | +0.2% | 0.28% | +1.8% |
| Q1 2022 | $6,956,000 | +6.8% | 89,676 | +11.3% | 0.28% | -16.5% |
| Q4 2021 | $6,516,000 | +9.1% | 80,547 | -0.7% | 0.33% | +11.4% |
| Q2 2021 | $5,973,769 | -2.2% | 81,154 | -8.1% | 0.30% | -14.6% |
| Q1 2021 | $6,106,651 | -44.2% | 88,259 | -45.2% | 0.35% | -51.5% |
| Q4 2020 | $10,940,321 | +5.1% | 161,171 | -1.4% | 0.72% | -13.4% |
| Q3 2020 | $10,413,771 | +5.4% | 163,405 | +0.3% | 0.83% | -1.3% |
| Q2 2020 | $9,882,273 | +12.6% | 162,993 | +0.3% | 0.84% | -11.7% |
| Q1 2020 | $8,777,939 | -9.9% | 162,524 | +9.4% | 0.96% | +15.0% |
| Q4 2019 | $9,744,980 | -3.1% | 148,552 | -5.3% | 0.83% | -13.7% |
| Q3 2019 | $10,056,934 | +10.7% | 156,894 | +131.1% | 0.96% | +17.0% |
| Q2 2019 | $9,085,698 | +25.2% | 67,900 | -45.0% | 0.82% | +4.0% |
| Q1 2019 | $7,259,842 | +11.8% | 123,467 | -0.4% | 0.79% | -6.0% |
| Q4 2018 | $6,494,157 | +27.1% | 123,934 | +38.4% | 0.84% | +45.1% |
| Q3 2018 | $5,109,551 | +76.7% | 89,578 | +64.7% | 0.58% | +54.9% |
| Q2 2018 | $2,891,957 | +4.9% | 54,400 | +2.4% | 0.38% | -6.9% |
| Q1 2018 | $2,757,586 | -4.6% | 53,102 | -3.1% | 0.40% | -2.4% |
| Q4 2017 | $2,891,705 | -8.4% | 54,788 | -12.7% | 0.41% | -19.0% |
| Q3 2017 | $3,157,851 | +69.2% | 62,730 | +64.4% | 0.51% | +45.3% |
| Q2 2017 | $1,866,582 | +65.7% | 38,148 | +61.6% | 0.35% | +41.5% |
| Q1 2017 | $1,126,621 | -84.4% | 23,609 | -85.2% | 0.25% | -86.3% |
| Q4 2016 | $7,210,419 | +1.9% | 159,452 | +2.4% | 1.81% | -5.3% |
| Q3 2016 | $7,073,315 | +82.3% | 155,697 | +85.5% | 1.92% | +63.1% |
| Q2 2016 | $3,879,052 | +15.2% | 83,944 | +9.6% | 1.18% | +2.4% |
| Q1 2016 | $3,365,829 | – | 76,618 | – | 1.15% | – |
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% |