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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $267 | -85.7% | 3,591 | -86.0% | 0.11% | -86.8% |
| Q1 2023 | $1,872 | +45.3% | 25,740 | +44.1% | 0.83% | +77.9% |
| Q4 2022 | $1,288 | -99.6% | 17,868 | +293.9% | 0.47% | +179.6% |
| Q2 2022 | $318,000 | -85.0% | 4,536 | -83.4% | 0.17% | -74.5% |
| Q1 2022 | $2,123,000 | -30.3% | 27,375 | -27.3% | 0.66% | +20.4% |
| Q4 2021 | $3,046,000 | +14.1% | 37,648 | -2.4% | 0.54% | -21.6% |
| Q1 2021 | $2,670,000 | +98.4% | 38,589 | +94.6% | 0.70% | +114.5% |
| Q4 2020 | $1,346,000 | +184.0% | 19,826 | +174.5% | 0.32% | +77.0% |
| Q4 2019 | $474,000 | -70.0% | 7,222 | -70.7% | 0.18% | -80.6% |
| Q3 2019 | $1,579,000 | +12.1% | 24,641 | +8.0% | 0.94% | +19.1% |
| Q2 2019 | $1,409,000 | +181.2% | 22,820 | +167.6% | 0.79% | +45.3% |
| Q1 2019 | $501,000 | -40.2% | 8,527 | -46.7% | 0.54% | -38.6% |
| Q4 2018 | $838,000 | -64.1% | 15,993 | -60.9% | 0.89% | -18.3% |
| Q3 2018 | $2,332,000 | +76.4% | 40,880 | +64.4% | 1.09% | +49.2% |
| Q2 2018 | $1,322,000 | +110.2% | 24,865 | +105.1% | 0.73% | +29.3% |
| Q1 2018 | $629,000 | – | 12,121 | – | 0.56% | – |
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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% |