ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,457,311 | -3.3% | 103,030 | -0.6% | 0.01% | +22.2% |
| Q2 2023 | $7,708,021 | -9.9% | 103,700 | -11.8% | 0.01% | -25.0% |
| Q1 2023 | $8,555,678 | +2.9% | 117,620 | +2.0% | 0.01% | -14.3% |
| Q4 2022 | $8,312,409 | +7.7% | 115,290 | -1.3% | 0.01% | 0.0% |
| Q3 2022 | $7,717,000 | -13.7% | 116,750 | -8.3% | 0.01% | -12.5% |
| Q2 2022 | $8,941,000 | -9.5% | 127,350 | -0.0% | 0.02% | +14.3% |
| Q1 2022 | $9,875,000 | +20.8% | 127,389 | +1.6% | 0.01% | 0.0% |
| Q4 2021 | $8,174,000 | +4.9% | 125,407 | -2.3% | 0.01% | -6.7% |
| Q3 2021 | $7,789,000 | +9.2% | 128,329 | +10.0% | 0.02% | +7.1% |
| Q2 2021 | $7,134,000 | -35.6% | 116,682 | -41.5% | 0.01% | -41.7% |
| Q1 2021 | $11,073,000 | +7.7% | 199,542 | +3.3% | 0.02% | 0.0% |
| Q4 2020 | $10,285,000 | +13.6% | 193,118 | +2.4% | 0.02% | 0.0% |
| Q3 2020 | $9,051,000 | +9.0% | 188,567 | +0.8% | 0.02% | -4.0% |
| Q2 2020 | $8,306,000 | +2.7% | 187,056 | -6.3% | 0.02% | -13.8% |
| Q1 2020 | $8,088,000 | +640.0% | 199,533 | +1102.0% | 0.03% | +866.7% |
| Q4 2019 | $1,093,000 | -0.4% | 16,600 | -3.5% | 0.00% | 0.0% |
| Q3 2019 | $1,097,000 | +2451.2% | 17,200 | +1984.8% | 0.00% | – |
| Q4 2017 | $43,000 | -73.5% | 825 | -75.0% | 0.00% | -100.0% |
| Q2 2017 | $162,000 | +2.5% | 3,300 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $158,000 | -47.3% | 3,300 | -50.0% | 0.00% | 0.0% |
| Q4 2016 | $300,000 | +100.0% | 6,600 | +100.0% | 0.00% | 0.0% |
| Q3 2016 | $150,000 | -2.0% | 3,300 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $153,000 | +5.5% | 3,300 | 0.0% | 0.00% | – |
| Q1 2016 | $145,000 | +5.1% | 3,300 | 0.0% | 0.00% | -100.0% |
| Q4 2015 | $138,000 | +5.3% | 3,300 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $131,000 | -1.5% | 3,300 | 0.0% | 0.00% | – |
| Q2 2015 | $133,000 | -2.2% | 3,300 | 0.0% | 0.00% | -100.0% |
| Q1 2015 | $136,000 | – | 3,300 | – | 0.00% | – |
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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% |