ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,864,308 | -17.1% | 80,591 | -15.3% | 0.46% | -15.3% |
Q2 2023 | $7,073,511 | +6.0% | 95,164 | +3.8% | 0.54% | +3.9% |
Q1 2023 | $6,670,640 | +14.1% | 91,705 | +13.1% | 0.52% | +9.1% |
Q4 2022 | $5,846,770 | +6.2% | 81,093 | -2.6% | 0.47% | -9.2% |
Q3 2022 | $5,505,000 | +8.9% | 83,284 | +15.7% | 0.52% | +22.2% |
Q2 2022 | $5,054,000 | -12.4% | 71,978 | -3.3% | 0.43% | +0.7% |
Q1 2022 | $5,771,000 | -21.7% | 74,396 | -18.3% | 0.42% | +1.2% |
Q4 2021 | $7,369,000 | +73.2% | 91,092 | +57.4% | 0.42% | +61.2% |
Q3 2021 | $4,254,000 | -0.6% | 57,878 | -0.5% | 0.26% | -3.0% |
Q2 2021 | $4,280,000 | -19.5% | 58,143 | -24.3% | 0.27% | -28.2% |
Q1 2021 | $5,317,000 | -58.9% | 76,845 | -59.7% | 0.37% | -61.7% |
Q4 2020 | $12,945,000 | +0.9% | 190,705 | -5.2% | 0.97% | -12.8% |
Q3 2020 | $12,827,000 | -13.2% | 201,265 | -17.4% | 1.12% | -22.2% |
Q2 2020 | $14,780,000 | +0.0% | 243,770 | -10.9% | 1.44% | -11.9% |
Q1 2020 | $14,776,000 | -25.7% | 273,576 | -9.8% | 1.63% | -17.4% |
Q4 2019 | $19,898,000 | +71.6% | 303,326 | +67.7% | 1.97% | -31.7% |
Q3 2019 | $11,597,000 | -35.8% | 180,921 | -38.2% | 2.89% | +57.9% |
Q2 2019 | $18,064,000 | +12.8% | 292,630 | +7.4% | 1.83% | +10.7% |
Q1 2019 | $16,015,000 | +116.0% | 272,375 | +92.6% | 1.65% | +86.3% |
Q4 2018 | $7,414,000 | +119.3% | 141,409 | +139.6% | 0.89% | -6.8% |
Q3 2018 | $3,381,000 | – | 59,022 | – | 0.95% | – |
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% |