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 | $7,338,536 | -7.3% | 101,389 | -4.8% | 0.00% | 0.0% |
| Q2 2023 | $7,912,429 | -8.8% | 106,450 | -10.7% | 0.00% | 0.0% |
| Q1 2023 | $8,673,081 | -7.7% | 119,234 | -8.5% | 0.00% | -20.0% |
| Q4 2022 | $9,393,332 | -11.8% | 130,282 | -19.1% | 0.01% | -16.7% |
| Q3 2022 | $10,649,000 | -20.1% | 161,102 | -15.2% | 0.01% | -14.3% |
| Q2 2022 | $13,335,000 | -9.9% | 189,941 | -0.4% | 0.01% | +16.7% |
| Q1 2022 | $14,797,000 | -13.7% | 190,756 | -10.0% | 0.01% | 0.0% |
| Q4 2021 | $17,139,000 | -61.7% | 211,849 | -65.2% | 0.01% | -64.7% |
| Q3 2021 | $44,754,000 | +89.2% | 608,907 | +89.5% | 0.02% | +88.9% |
| Q2 2021 | $23,656,000 | +1.9% | 321,367 | -4.2% | 0.01% | 0.0% |
| Q1 2021 | $23,211,000 | -16.2% | 335,473 | -17.8% | 0.01% | -25.0% |
| Q4 2020 | $27,707,000 | +5.8% | 408,177 | -0.7% | 0.01% | -7.7% |
| Q3 2020 | $26,191,000 | +7.4% | 410,978 | +7.2% | 0.01% | 0.0% |
| Q2 2020 | $24,393,000 | +8031.0% | 383,414 | +6808.4% | 0.01% | – |
| Q1 2020 | $300,000 | -39.4% | 5,550 | -26.5% | 0.00% | – |
| Q4 2019 | $495,000 | +2.3% | 7,550 | 0.0% | 0.00% | – |
| Q3 2019 | $484,000 | -2.0% | 7,550 | -5.6% | 0.00% | – |
| Q2 2019 | $494,000 | -92.1% | 8,000 | -94.7% | 0.00% | -100.0% |
| Q1 2015 | $6,228,000 | -5.7% | 150,945 | -7.5% | 0.00% | 0.0% |
| Q4 2014 | $6,604,000 | +43.7% | 163,145 | +33.7% | 0.00% | +50.0% |
| Q3 2014 | $4,597,000 | +1.2% | 122,000 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $4,541,000 | +3.3% | 122,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $4,398,000 | +1.5% | 122,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $4,331,000 | +7.0% | 122,000 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $4,048,000 | +1.9% | 122,000 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $3,974,000 | – | 122,000 | – | 0.00% | – |
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% |