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 | $396,353 | +2.3% | 5,476 | +5.0% | 0.00% | +33.3% |
| Q2 2023 | $387,557 | +94657.2% | 5,214 | -7.2% | 0.00% | -25.0% |
| Q1 2023 | $409 | -1.0% | 5,619 | -1.8% | 0.00% | 0.0% |
| Q4 2022 | $413 | -99.9% | 5,724 | -8.1% | 0.00% | 0.0% |
| Q3 2022 | $412,000 | -2.8% | 6,228 | +3.1% | 0.00% | 0.0% |
| Q2 2022 | $424,000 | -20.7% | 6,039 | -12.4% | 0.00% | 0.0% |
| Q1 2022 | $535,000 | +2.7% | 6,894 | +7.1% | 0.00% | 0.0% |
| Q4 2021 | $521,000 | +62.8% | 6,434 | +47.7% | 0.00% | +33.3% |
| Q3 2021 | $320,000 | -3.3% | 4,356 | -3.0% | 0.00% | 0.0% |
| Q2 2021 | $331,000 | -33.1% | 4,491 | -37.1% | 0.00% | -25.0% |
| Q1 2021 | $495,000 | +22.2% | 7,145 | +19.7% | 0.00% | 0.0% |
| Q4 2020 | $405,000 | -11.6% | 5,968 | -17.0% | 0.00% | -20.0% |
| Q3 2020 | $458,000 | -3.2% | 7,194 | -7.8% | 0.01% | -16.7% |
| Q2 2020 | $473,000 | -89.9% | 7,803 | -91.0% | 0.01% | -90.5% |
| Q1 2020 | $4,698,000 | +595.0% | 86,975 | +744.4% | 0.06% | +800.0% |
| Q4 2019 | $676,000 | +12.7% | 10,300 | +10.0% | 0.01% | 0.0% |
| Q3 2019 | $600,000 | +0.3% | 9,360 | -3.3% | 0.01% | 0.0% |
| Q2 2019 | $598,000 | -3.1% | 9,682 | -7.8% | 0.01% | 0.0% |
| Q1 2019 | $617,000 | +21.0% | 10,496 | +7.8% | 0.01% | +16.7% |
| Q4 2018 | $510,000 | -18.8% | 9,734 | -11.6% | 0.01% | -14.3% |
| Q3 2018 | $628,000 | +20.1% | 11,012 | +11.9% | 0.01% | +16.7% |
| Q2 2018 | $523,000 | +3.8% | 9,840 | +1.4% | 0.01% | 0.0% |
| Q1 2018 | $504,000 | +18.0% | 9,701 | +20.0% | 0.01% | +20.0% |
| Q4 2017 | $427,000 | +7.0% | 8,081 | +1.9% | 0.01% | 0.0% |
| Q3 2017 | $399,000 | -52.3% | 7,931 | -62.5% | 0.01% | -58.3% |
| Q3 2015 | $836,000 | -1.9% | 21,128 | 0.0% | 0.01% | +9.1% |
| Q2 2015 | $852,000 | +1.5% | 21,128 | +3.9% | 0.01% | 0.0% |
| Q1 2015 | $839,000 | +3.3% | 20,328 | +1.4% | 0.01% | 0.0% |
| Q4 2014 | $812,000 | +7.7% | 20,057 | +0.3% | 0.01% | +22.2% |
| Q3 2014 | $754,000 | -2.7% | 20,000 | -4.0% | 0.01% | 0.0% |
| Q2 2014 | $775,000 | +3.2% | 20,825 | 0.0% | 0.01% | -10.0% |
| Q1 2014 | $751,000 | -0.8% | 20,825 | -2.3% | 0.01% | +11.1% |
| Q4 2013 | $757,000 | – | 21,325 | – | 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% |