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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,181,000 | +49.9% | 53,897 | +56.3% | 0.00% | +100.0% |
| Q4 2021 | $2,790,000 | +29.2% | 34,490 | +17.4% | 0.00% | 0.0% |
| Q3 2021 | $2,159,000 | +11.5% | 29,369 | +11.7% | 0.00% | 0.0% |
| Q2 2021 | $1,936,000 | +3.8% | 26,298 | -2.4% | 0.00% | 0.0% |
| Q1 2021 | $1,865,000 | -1.9% | 26,949 | -3.8% | 0.00% | 0.0% |
| Q4 2020 | $1,901,000 | +19.7% | 28,005 | +12.4% | 0.00% | 0.0% |
| Q3 2020 | $1,588,000 | +163.8% | 24,916 | +151.0% | 0.00% | – |
| Q2 2020 | $602,000 | +55.2% | 9,928 | +38.2% | 0.00% | – |
| Q1 2020 | $388,000 | -35.3% | 7,186 | -21.4% | 0.00% | – |
| Q4 2019 | $600,000 | +8.5% | 9,145 | +5.9% | 0.00% | – |
| Q3 2019 | $553,000 | +126.6% | 8,633 | +118.0% | 0.00% | – |
| Q2 2019 | $244,000 | -39.0% | 3,960 | -41.8% | 0.00% | – |
| Q1 2019 | $400,000 | -11.9% | 6,803 | -21.5% | 0.00% | – |
| Q4 2018 | $454,000 | -72.9% | 8,666 | -70.5% | 0.00% | -100.0% |
| Q3 2018 | $1,674,000 | -47.5% | 29,353 | -51.1% | 0.00% | -66.7% |
| Q2 2018 | $3,191,000 | +99.8% | 60,018 | +95.1% | 0.00% | +50.0% |
| Q1 2018 | $1,597,000 | -25.5% | 30,757 | -24.2% | 0.00% | 0.0% |
| Q4 2017 | $2,143,000 | +32.6% | 40,601 | +26.5% | 0.00% | 0.0% |
| Q3 2017 | $1,616,000 | +21.0% | 32,106 | +17.6% | 0.00% | 0.0% |
| Q2 2017 | $1,336,000 | +393.0% | 27,304 | +380.4% | 0.00% | – |
| Q1 2017 | $271,000 | -75.7% | 5,684 | -77.0% | 0.00% | -100.0% |
| Q4 2016 | $1,115,000 | +299.6% | 24,663 | +270.0% | 0.00% | – |
| Q4 2015 | $279,000 | -97.1% | 6,665 | -97.5% | 0.00% | -100.0% |
| Q1 2014 | $9,669,000 | +30.0% | 268,209 | +28.0% | 0.02% | +27.8% |
| Q4 2013 | $7,439,000 | +61.4% | 209,538 | +51.1% | 0.02% | +38.5% |
| Q3 2013 | $4,608,000 | – | 138,654 | – | 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% |