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 | $281,123 | -2.6% | 3,884 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $288,697 | +2.2% | 3,884 | 0.0% | 0.01% | -13.3% |
| Q1 2023 | $282,522 | +0.9% | 3,884 | -0.0% | 0.02% | 0.0% |
| Q4 2022 | $280,108 | +9.8% | 3,885 | +0.6% | 0.02% | 0.0% |
| Q3 2022 | $255,000 | -29.4% | 3,860 | -24.8% | 0.02% | -25.0% |
| Q2 2022 | $361,000 | -9.3% | 5,136 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $398,000 | -10.0% | 5,136 | -6.0% | 0.02% | -8.7% |
| Q4 2021 | $442,000 | +5.2% | 5,461 | -4.4% | 0.02% | -8.0% |
| Q3 2021 | $420,000 | -33.0% | 5,711 | -32.9% | 0.02% | -34.2% |
| Q2 2021 | $627,000 | -24.0% | 8,515 | -28.6% | 0.04% | -29.6% |
| Q1 2021 | $825,000 | +0.4% | 11,921 | -1.5% | 0.05% | -5.3% |
| Q4 2020 | $822,000 | +10.5% | 12,106 | +3.8% | 0.06% | -1.7% |
| Q3 2020 | $744,000 | -1.1% | 11,667 | -5.9% | 0.06% | -9.4% |
| Q2 2020 | $752,000 | +9.9% | 12,401 | -2.1% | 0.06% | -5.9% |
| Q1 2020 | $684,000 | -24.3% | 12,666 | -8.1% | 0.07% | -6.8% |
| Q4 2019 | $904,000 | +186.1% | 13,781 | +179.4% | 0.07% | +160.7% |
| Q3 2019 | $316,000 | +3.6% | 4,933 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $305,000 | -7.6% | 4,933 | -12.0% | 0.03% | -15.2% |
| Q1 2019 | $330,000 | -22.7% | 5,606 | -31.2% | 0.03% | -31.2% |
| Q4 2018 | $427,000 | +35.1% | 8,151 | +47.1% | 0.05% | +50.0% |
| Q3 2018 | $316,000 | +7.1% | 5,540 | 0.0% | 0.03% | -3.0% |
| Q2 2018 | $295,000 | +2.4% | 5,540 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $288,000 | -29.1% | 5,540 | -28.0% | 0.03% | -26.7% |
| Q4 2017 | $406,000 | -14.2% | 7,693 | -18.1% | 0.04% | -18.2% |
| Q3 2017 | $473,000 | +111.2% | 9,391 | +105.3% | 0.06% | +103.7% |
| Q2 2017 | $224,000 | -20.3% | 4,575 | -22.4% | 0.03% | -25.0% |
| Q1 2017 | $281,000 | -8.2% | 5,898 | -12.9% | 0.04% | -16.3% |
| Q4 2016 | $306,000 | – | 6,774 | – | 0.04% | – |
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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% |