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 | $124 | -7.5% | 1,718 | -5.3% | 0.05% | -3.9% |
| Q2 2023 | $134 | -5.0% | 1,814 | -6.6% | 0.05% | -12.1% |
| Q1 2023 | $141 | 0.0% | 1,942 | -0.8% | 0.06% | -4.9% |
| Q4 2022 | $141 | -99.9% | 1,958 | -1.6% | 0.06% | -1.6% |
| Q3 2022 | $131,000 | -8.4% | 1,990 | -2.5% | 0.06% | -6.1% |
| Q2 2022 | $143,000 | -19.2% | 2,042 | -10.8% | 0.07% | -9.6% |
| Q1 2022 | $177,000 | -8.8% | 2,289 | -4.7% | 0.07% | -12.0% |
| Q4 2021 | $194,000 | -23.3% | 2,401 | -30.3% | 0.08% | -27.8% |
| Q3 2021 | $253,000 | +11.9% | 3,447 | +12.0% | 0.12% | +13.9% |
| Q2 2021 | $226,000 | +5.6% | 3,078 | -0.6% | 0.10% | -3.8% |
| Q1 2021 | $214,000 | -97.0% | 3,096 | -97.0% | 0.10% | -97.2% |
| Q4 2020 | $7,025,000 | -24.3% | 103,495 | -28.9% | 3.76% | -31.2% |
| Q3 2020 | $9,282,000 | +4.4% | 145,653 | -0.6% | 5.47% | -13.0% |
| Q2 2020 | $8,887,000 | +30.5% | 146,585 | +16.2% | 6.29% | +69.8% |
| Q1 2020 | $6,812,000 | -67.3% | 126,139 | -60.3% | 3.70% | -63.6% |
| Q4 2019 | $20,863,000 | -28.9% | 318,034 | -30.5% | 10.17% | -42.1% |
| Q3 2019 | $29,351,000 | +17.9% | 457,900 | +13.5% | 17.55% | +4.6% |
| Q2 2019 | $24,895,000 | +6.0% | 403,299 | +0.9% | 16.78% | +7.7% |
| Q1 2019 | $23,496,000 | +10.5% | 399,601 | -1.5% | 15.58% | -7.9% |
| Q4 2018 | $21,256,000 | – | 405,649 | – | 16.92% | – |
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% |