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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $77,435 | -65.9% | 1,074 | -69.1% | 0.01% | -52.4% |
| Q4 2019 | $227,000 | -93.8% | 3,471 | -95.0% | 0.02% | -96.4% |
| Q4 2018 | $3,634,000 | -10.5% | 69,337 | -2.6% | 0.58% | 0.0% |
| Q3 2018 | $4,062,000 | +8.1% | 71,219 | +0.7% | 0.58% | 0.0% |
| Q2 2018 | $3,758,000 | +2.1% | 70,690 | -0.3% | 0.58% | +1.8% |
| Q1 2018 | $3,681,000 | +6.0% | 70,886 | +7.7% | 0.57% | +3.8% |
| Q4 2017 | $3,473,000 | +4.3% | 65,814 | -0.5% | 0.55% | -1.6% |
| Q3 2017 | $3,330,000 | +10.9% | 66,152 | +7.7% | 0.56% | -3.5% |
| Q2 2017 | $3,004,000 | +7.0% | 61,395 | +4.3% | 0.58% | -8.5% |
| Q1 2017 | $2,808,000 | -26.1% | 58,848 | -30.0% | 0.63% | -34.1% |
| Q4 2016 | $3,800,000 | +0.7% | 84,017 | +1.1% | 0.96% | -0.7% |
| Q3 2016 | $3,775,000 | -3.1% | 83,088 | -1.5% | 0.97% | -8.5% |
| Q2 2016 | $3,897,000 | +7.2% | 84,328 | +1.9% | 1.06% | +2.8% |
| Q1 2016 | $3,635,000 | +5.4% | 82,752 | +0.3% | 1.03% | +0.3% |
| Q4 2015 | $3,449,000 | +2.3% | 82,464 | -3.2% | 1.03% | -1.8% |
| Q3 2015 | $3,372,000 | -8.5% | 85,168 | -6.8% | 1.04% | +9.4% |
| Q2 2015 | $3,685,000 | +2.5% | 91,389 | +4.9% | 0.96% | -12.3% |
| Q1 2015 | $3,594,000 | +18.0% | 87,101 | +15.7% | 1.09% | +14.3% |
| Q4 2014 | $3,046,000 | +9.7% | 75,251 | +2.1% | 0.95% | +5.8% |
| Q3 2014 | $2,777,000 | +5.7% | 73,702 | +4.4% | 0.90% | 0.0% |
| Q2 2014 | $2,628,000 | +15.8% | 70,600 | +12.2% | 0.90% | +0.4% |
| Q1 2014 | $2,269,000 | -7.3% | 62,927 | -8.8% | 0.90% | -10.5% |
| Q4 2013 | $2,449,000 | +7.3% | 68,993 | +0.4% | 1.00% | +7.3% |
| Q3 2013 | $2,283,000 | +18.2% | 68,687 | +15.9% | 0.93% | +2.9% |
| Q2 2013 | $1,931,000 | – | 59,272 | – | 0.91% | – |
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% |