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 | $334 | -99.9% | 4,629 | -0.4% | 0.09% | -1.1% |
| Q3 2022 | $307,000 | -8.4% | 4,649 | -2.5% | 0.09% | -3.2% |
| Q2 2022 | $335,000 | -6.4% | 4,769 | +3.2% | 0.09% | +12.0% |
| Q1 2022 | $358,000 | -4.3% | 4,619 | 0.0% | 0.08% | +1.2% |
| Q4 2021 | $374,000 | +10.3% | 4,619 | 0.0% | 0.08% | +1.2% |
| Q3 2021 | $339,000 | -0.6% | 4,619 | -0.3% | 0.08% | +1.2% |
| Q2 2021 | $341,000 | +6.2% | 4,634 | -0.2% | 0.08% | -1.2% |
| Q1 2021 | $321,000 | +1.9% | 4,644 | 0.0% | 0.08% | -6.9% |
| Q4 2020 | $315,000 | +6.4% | 4,644 | 0.0% | 0.09% | -5.4% |
| Q3 2020 | $296,000 | +6.1% | 4,644 | +0.9% | 0.09% | -1.1% |
| Q2 2020 | $279,000 | +14.3% | 4,604 | +2.0% | 0.09% | -7.0% |
| Q1 2020 | $244,000 | -16.2% | 4,514 | +1.8% | 0.10% | +12.4% |
| Q4 2019 | $291,000 | – | 4,434 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
| Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
| Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
| Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
| Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
| Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
| Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
| Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
| Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |