ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $621,477 | -47.1% | 8,586 | -45.7% | 0.07% | -47.8% |
Q2 2023 | $1,175,882 | +16.8% | 15,820 | +14.3% | 0.14% | +4.5% |
Q1 2023 | $1,006,714 | +23.1% | 13,840 | +22.0% | 0.13% | +9.1% |
Q4 2022 | $817,608 | +8.7% | 11,340 | -0.4% | 0.12% | -1.6% |
Q3 2022 | $752,000 | +3.4% | 11,380 | +9.9% | 0.12% | +3.4% |
Q2 2022 | $727,000 | +3.0% | 10,356 | +13.8% | 0.12% | +11.2% |
Q1 2022 | $706,000 | -8.5% | 9,101 | -4.6% | 0.11% | -7.8% |
Q4 2021 | $772,000 | +35.7% | 9,538 | +23.3% | 0.12% | +23.4% |
Q3 2021 | $569,000 | +2.5% | 7,736 | +2.6% | 0.09% | -2.1% |
Q2 2021 | $555,000 | +5.5% | 7,538 | -0.8% | 0.10% | -6.8% |
Q1 2021 | $526,000 | -88.3% | 7,598 | -88.5% | 0.10% | -89.3% |
Q4 2020 | $4,491,000 | +14.5% | 66,168 | +7.5% | 0.96% | -1.0% |
Q3 2020 | $3,923,000 | +32.7% | 61,551 | +26.2% | 0.97% | +8.1% |
Q2 2020 | $2,957,000 | +37.0% | 48,775 | +22.0% | 0.90% | -19.4% |
Q1 2020 | $2,159,000 | -60.4% | 39,973 | -51.9% | 1.11% | -54.4% |
Q4 2019 | $5,456,000 | -19.8% | 83,144 | -23.4% | 2.44% | -33.4% |
Q3 2019 | $6,806,000 | +3.3% | 108,586 | +3.6% | 3.66% | +2.5% |
Q2 2019 | $6,588,000 | +35.4% | 104,791 | +26.6% | 3.57% | +22.6% |
Q1 2019 | $4,866,000 | -30.6% | 82,755 | -38.1% | 2.92% | -42.7% |
Q4 2018 | $7,010,000 | -2.9% | 133,782 | +5.7% | 5.09% | +22.6% |
Q3 2018 | $7,219,000 | +24.1% | 126,564 | +15.7% | 4.15% | +21.5% |
Q2 2018 | $5,815,000 | +11.6% | 109,393 | +9.0% | 3.42% | +2.3% |
Q1 2018 | $5,211,000 | +21.0% | 100,346 | +23.0% | 3.34% | +14.2% |
Q4 2017 | $4,306,000 | -11.8% | 81,588 | -15.8% | 2.92% | +4.4% |
Q3 2017 | $4,880,000 | +37.0% | 96,932 | +33.1% | 2.80% | +22.9% |
Q2 2017 | $3,563,000 | +44.1% | 72,827 | +40.6% | 2.28% | +28.4% |
Q1 2017 | $2,472,000 | +1320.7% | 51,797 | +1248.9% | 1.78% | +1150.7% |
Q4 2016 | $174,000 | – | 3,840 | – | 0.14% | – |
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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% |