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 | $77,610,157 | -3.3% | 1,072,260 | -0.7% | 1.00% | +0.3% |
| Q2 2023 | $80,228,063 | +2.0% | 1,079,350 | -0.2% | 1.00% | -4.8% |
| Q1 2023 | $78,685,192 | -1.8% | 1,081,732 | -2.6% | 1.04% | -4.4% |
| Q4 2022 | $80,096,378 | +5.8% | 1,110,907 | -3.0% | 1.09% | -2.6% |
| Q3 2022 | $75,720,000 | -5.4% | 1,145,532 | +0.5% | 1.12% | -1.1% |
| Q2 2022 | $80,006,000 | -8.3% | 1,139,521 | +1.4% | 1.14% | +5.0% |
| Q1 2022 | $87,208,000 | -2.5% | 1,124,248 | +1.7% | 1.08% | -1.2% |
| Q4 2021 | $89,401,000 | +9.5% | 1,105,078 | -0.5% | 1.09% | +0.1% |
| Q3 2021 | $81,643,000 | +2.0% | 1,110,784 | +2.2% | 1.09% | -1.3% |
| Q2 2021 | $80,028,000 | +8.1% | 1,087,193 | +1.6% | 1.11% | -0.5% |
| Q1 2021 | $74,014,000 | +3.7% | 1,069,722 | +1.7% | 1.11% | -6.4% |
| Q4 2020 | $71,376,000 | +14.5% | 1,051,500 | +7.5% | 1.19% | +2.9% |
| Q3 2020 | $62,359,000 | +7.5% | 978,493 | +2.2% | 1.16% | -1.4% |
| Q2 2020 | $58,033,000 | +21.3% | 957,162 | +8.0% | 1.17% | +10.8% |
| Q1 2020 | $47,852,000 | -6.6% | 885,972 | +13.4% | 1.06% | +9.7% |
| Q4 2019 | $51,249,000 | +5.7% | 781,237 | +3.2% | 0.96% | -0.1% |
| Q3 2019 | $48,502,000 | +15.3% | 756,658 | +11.1% | 0.97% | +11.0% |
| Q2 2019 | $42,053,000 | +28.2% | 681,256 | +22.1% | 0.87% | +24.3% |
| Q1 2019 | $32,796,000 | +50.0% | 557,762 | +33.4% | 0.70% | +31.6% |
| Q4 2018 | $21,867,000 | +37.2% | 418,004 | +49.5% | 0.53% | +50.3% |
| Q3 2018 | $15,939,000 | +6432.4% | 279,589 | +5491.8% | 0.35% | +4957.1% |
| Q2 2017 | $244,000 | +2.5% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $238,000 | +5.3% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $226,000 | -0.4% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $227,000 | -3.0% | 5,000 | -1.4% | 0.01% | -12.5% |
| Q2 2016 | $234,000 | – | 5,071 | – | 0.01% | – |
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% |