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 | $112,334 | -2.6% | 1,552 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $115,360 | +2.2% | 1,552 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $112,892 | -7.0% | 1,552 | -7.8% | 0.03% | -6.9% |
| Q4 2022 | $121,340 | +9.3% | 1,683 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $111,000 | -5.9% | 1,683 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $118,000 | -15.1% | 1,683 | -6.3% | 0.03% | 0.0% |
| Q1 2022 | $139,000 | -33.8% | 1,797 | -30.8% | 0.03% | -22.2% |
| Q4 2021 | $210,000 | +9.9% | 2,597 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $191,000 | -12.4% | 2,597 | -12.2% | 0.04% | -10.0% |
| Q2 2021 | $218,000 | -34.9% | 2,957 | -38.9% | 0.04% | -37.5% |
| Q1 2021 | $335,000 | +2.1% | 4,837 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $328,000 | +6.5% | 4,837 | +0.2% | 0.06% | -6.0% |
| Q3 2020 | $308,000 | +5.5% | 4,828 | +0.2% | 0.07% | -2.9% |
| Q2 2020 | $292,000 | -7.3% | 4,818 | -17.4% | 0.07% | -17.9% |
| Q1 2020 | $315,000 | -11.8% | 5,836 | +7.4% | 0.08% | +12.0% |
| Q4 2019 | $357,000 | +6.9% | 5,436 | +4.3% | 0.08% | -3.8% |
| Q3 2019 | $334,000 | +12.5% | 5,214 | +8.3% | 0.08% | +16.4% |
| Q2 2019 | $297,000 | +6.5% | 4,814 | +1.3% | 0.07% | +4.7% |
| Q1 2019 | $279,000 | +1016.0% | 4,751 | +877.6% | 0.06% | +814.3% |
| Q4 2018 | $25,000 | – | 486 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |