ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $838 | -26.2% | 11,582 | -24.2% | 0.64% | -22.5% |
Q2 2023 | $1,136 | -34.4% | 15,283 | -35.8% | 0.83% | -35.8% |
Q1 2023 | $1,732 | -1.4% | 23,814 | -2.2% | 1.29% | -3.9% |
Q4 2022 | $1,756 | -99.9% | 24,360 | -2.9% | 1.34% | +0.1% |
Q3 2022 | $1,657,000 | -9.6% | 25,075 | -3.9% | 1.34% | -4.7% |
Q2 2022 | $1,833,000 | -14.3% | 26,101 | -5.3% | 1.40% | -6.5% |
Q1 2022 | $2,139,000 | -4.3% | 27,570 | -0.3% | 1.50% | +0.9% |
Q4 2021 | $2,236,000 | -1.8% | 27,644 | -10.8% | 1.49% | -10.1% |
Q3 2021 | $2,277,000 | +3.9% | 30,983 | +4.0% | 1.66% | +3.5% |
Q2 2021 | $2,192,000 | -0.4% | 29,779 | -6.3% | 1.60% | -7.5% |
Q1 2021 | $2,200,000 | +2.1% | 31,793 | +0.2% | 1.73% | -0.9% |
Q4 2020 | $2,154,000 | +6.4% | 31,729 | -0.2% | 1.75% | -2.1% |
Q3 2020 | $2,025,000 | +3.6% | 31,777 | -1.4% | 1.78% | -2.2% |
Q2 2020 | $1,954,000 | +67.3% | 32,234 | +49.1% | 1.82% | +11.3% |
Q1 2020 | $1,168,000 | -38.7% | 21,624 | -25.5% | 1.64% | -6.9% |
Q4 2019 | $1,904,000 | +26.5% | 29,019 | +23.6% | 1.76% | +22.0% |
Q3 2019 | $1,505,000 | +16.9% | 23,486 | +12.7% | 1.44% | +10.6% |
Q2 2019 | $1,287,000 | +9.4% | 20,846 | +4.2% | 1.31% | -6.6% |
Q1 2019 | $1,176,000 | +10.5% | 20,007 | -1.5% | 1.40% | +6.3% |
Q4 2018 | $1,064,000 | -9.4% | 20,312 | -1.4% | 1.32% | +20.4% |
Q3 2018 | $1,175,000 | +5.2% | 20,601 | -2.0% | 1.09% | +1.2% |
Q2 2018 | $1,117,000 | -3.5% | 21,013 | -5.7% | 1.08% | -4.9% |
Q1 2018 | $1,157,000 | – | 22,280 | – | 1.13% | – |
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% |