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 2022 | $2,782,000 | +64.3% | 42,090 | +74.6% | 0.60% | +51.4% |
| Q2 2022 | $1,693,000 | -32.3% | 24,110 | -25.2% | 0.40% | +0.8% |
| Q1 2022 | $2,501,000 | -14.1% | 32,235 | -10.4% | 0.40% | -5.5% |
| Q4 2021 | $2,911,000 | +2901.0% | 35,980 | +2619.6% | 0.42% | +2693.3% |
| Q3 2021 | $97,000 | -29.7% | 1,323 | -29.5% | 0.02% | -37.5% |
| Q2 2021 | $138,000 | -91.6% | 1,877 | -92.1% | 0.02% | -92.7% |
| Q1 2021 | $1,651,000 | -39.0% | 23,869 | -40.1% | 0.33% | -41.9% |
| Q4 2020 | $2,705,000 | +10.9% | 39,848 | +4.1% | 0.57% | -0.9% |
| Q3 2020 | $2,440,000 | +6.6% | 38,290 | +1.5% | 0.57% | -1.6% |
| Q2 2020 | $2,288,000 | -28.3% | 37,736 | -36.1% | 0.58% | -46.0% |
| Q1 2020 | $3,191,000 | +26491.7% | 59,074 | +31322.3% | 1.07% | +21380.0% |
| Q4 2019 | $12,000 | 0.0% | 188 | +1.1% | 0.01% | +25.0% |
| Q3 2019 | $12,000 | -85.4% | 186 | -85.9% | 0.00% | -82.6% |
| Q2 2019 | $82,000 | +5.1% | 1,323 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $78,000 | +13.0% | 1,323 | 0.0% | 0.02% | -4.2% |
| Q4 2018 | $69,000 | – | 1,323 | – | 0.02% | – |
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% |