ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,348 | +13.5% | 18,629 | +16.5% | 0.12% | +12.5% |
| Q2 2023 | $1,188 | -18.4% | 15,989 | -20.1% | 0.10% | -11.1% |
| Q1 2023 | $1,455 | +39.6% | 20,003 | +38.4% | 0.12% | +19.4% |
| Q4 2022 | $1,042 | -99.9% | 14,451 | -53.8% | 0.10% | -51.2% |
| Q3 2022 | $2,065,000 | -21.8% | 31,248 | -16.9% | 0.20% | -22.7% |
| Q2 2022 | $2,641,000 | -27.2% | 37,612 | -19.5% | 0.26% | -9.1% |
| Q1 2022 | $3,626,000 | -59.0% | 46,740 | -57.2% | 0.29% | -57.2% |
| Q4 2021 | $8,839,000 | -4.2% | 109,255 | -12.9% | 0.67% | -13.5% |
| Q3 2021 | $9,223,000 | +13.1% | 125,477 | +13.2% | 0.77% | +12.5% |
| Q2 2021 | $8,156,000 | +5.4% | 110,803 | -0.9% | 0.69% | -10.0% |
| Q1 2021 | $7,740,000 | -3.4% | 111,860 | -5.2% | 0.76% | -9.5% |
| Q4 2020 | $8,010,000 | +69.3% | 118,003 | +59.0% | 0.84% | +28.7% |
| Q3 2020 | $4,730,000 | +22.2% | 74,221 | +16.3% | 0.66% | +14.5% |
| Q2 2020 | $3,870,000 | +5.2% | 63,828 | -6.3% | 0.57% | -22.2% |
| Q1 2020 | $3,678,000 | -7.2% | 68,092 | +12.8% | 0.74% | +32.4% |
| Q4 2019 | $3,962,000 | +22.1% | 60,390 | +19.3% | 0.56% | +9.3% |
| Q3 2019 | $3,244,000 | +22.0% | 50,604 | +17.5% | 0.51% | +21.2% |
| Q2 2019 | $2,658,000 | -91.4% | 43,063 | +2277.9% | 0.42% | +131.5% |
| Q1 2019 | $30,796,000 | +181052.9% | 1,811 | +101.2% | 0.18% | +48.4% |
| Q4 2018 | $17,000 | -97.7% | 900 | +6823.1% | 0.12% | -6.9% |
| Q3 2018 | $724,000 | +31.6% | 13 | -99.9% | 0.13% | +72.4% |
| Q2 2018 | $550,000 | +214.3% | 10,350 | +206.5% | 0.08% | +85.4% |
| Q1 2018 | $175,000 | – | 3,377 | – | 0.04% | – |
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% |