ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,325,517 | -2.8% | 18,173 | -0.2% | 0.63% | 0.0% |
| Q2 2023 | $1,364,243 | -1.7% | 18,209 | -3.8% | 0.63% | -9.3% |
| Q1 2023 | $1,387,368 | +0.2% | 18,920 | +0.2% | 0.69% | -3.6% |
| Q4 2022 | $1,384,599 | +11.2% | 18,882 | +0.4% | 0.72% | -9.6% |
| Q3 2022 | $1,245,000 | -6.7% | 18,805 | +0.2% | 0.79% | +6.9% |
| Q2 2022 | $1,334,000 | -8.4% | 18,774 | +0.0% | 0.74% | +9.9% |
| Q1 2022 | $1,456,000 | -3.8% | 18,765 | +0.3% | 0.67% | +0.9% |
| Q4 2021 | $1,513,000 | +5.8% | 18,702 | -0.8% | 0.67% | +0.1% |
| Q3 2021 | $1,430,000 | +2.1% | 18,862 | -0.8% | 0.67% | -2.1% |
| Q2 2021 | $1,400,000 | +2.8% | 19,023 | +0.3% | 0.68% | 0.0% |
| Q1 2021 | $1,362,000 | +5.6% | 18,970 | -0.2% | 0.68% | -10.6% |
| Q4 2020 | $1,290,000 | +3.9% | 19,001 | -2.5% | 0.76% | -6.2% |
| Q3 2020 | $1,242,000 | -11.9% | 19,493 | -16.1% | 0.81% | -19.2% |
| Q2 2020 | $1,409,000 | +11.9% | 23,233 | -0.3% | 1.00% | -9.5% |
| Q1 2020 | $1,259,000 | -36.7% | 23,307 | -23.2% | 1.11% | -15.4% |
| Q4 2019 | $1,990,000 | +16.4% | 30,328 | +13.7% | 1.31% | +11.1% |
| Q3 2019 | $1,710,000 | +40.5% | 26,680 | +35.3% | 1.18% | +44.5% |
| Q2 2019 | $1,217,000 | +29.5% | 19,714 | +23.3% | 0.82% | +24.5% |
| Q1 2019 | $940,000 | +43.5% | 15,993 | +30.2% | 0.66% | +18.0% |
| Q4 2018 | $655,000 | – | 12,283 | – | 0.56% | – |
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% |