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 | $4,057,294 | -38.9% | 56,055 | -37.2% | 1.09% | -40.4% |
| Q2 2023 | $6,639,413 | -13.2% | 89,323 | -15.1% | 1.83% | -18.9% |
| Q1 2023 | $7,651,239 | +152042.4% | 105,186 | +50.8% | 2.26% | +35.5% |
| Q4 2022 | $5,029 | -99.9% | 69,752 | -0.8% | 1.67% | -15.1% |
| Q3 2022 | $4,646,000 | +10.7% | 70,282 | +17.6% | 1.97% | -1.6% |
| Q2 2022 | $4,197,000 | +97.8% | 59,771 | +118.5% | 2.00% | +155.7% |
| Q1 2022 | $2,122,000 | +23.8% | 27,361 | +29.2% | 0.78% | +11.6% |
| Q4 2021 | $1,714,000 | – | 21,182 | – | 0.70% | – |
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% |