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 | $2,778,513 | -3.8% | 38,388 | -1.2% | 1.61% | +4.1% |
| Q2 2023 | $2,887,789 | +1.8% | 38,851 | -0.4% | 1.55% | -0.4% |
| Q1 2023 | $2,836,822 | -1.2% | 38,999 | -2.0% | 1.56% | -5.5% |
| Q4 2022 | $2,870,394 | +2.3% | 39,811 | -6.2% | 1.65% | +7.0% |
| Q3 2022 | $2,805,000 | -7.5% | 42,443 | -1.8% | 1.54% | -3.1% |
| Q2 2022 | $3,034,000 | -11.9% | 43,214 | -2.7% | 1.59% | +0.1% |
| Q1 2022 | $3,444,000 | -5.6% | 44,399 | -1.6% | 1.59% | -2.5% |
| Q4 2021 | $3,650,000 | +14.0% | 45,120 | +3.5% | 1.63% | +6.0% |
| Q3 2021 | $3,203,000 | -7.7% | 43,585 | -7.6% | 1.54% | -5.4% |
| Q2 2021 | $3,471,000 | -2.3% | 47,148 | -8.2% | 1.62% | -13.4% |
| Q1 2021 | $3,553,000 | -53.3% | 51,348 | -54.2% | 1.88% | -51.1% |
| Q4 2020 | $7,611,000 | +8.5% | 112,120 | +1.9% | 3.83% | -1.1% |
| Q3 2020 | $7,014,000 | +0.9% | 110,052 | -4.0% | 3.88% | +8.2% |
| Q2 2020 | $6,948,000 | -6.5% | 114,592 | -16.7% | 3.58% | -23.0% |
| Q1 2020 | $7,429,000 | -13.7% | 137,550 | +4.9% | 4.65% | +13.4% |
| Q4 2019 | $8,604,000 | +32.2% | 131,165 | +29.2% | 4.10% | -15.4% |
| Q3 2019 | $6,506,000 | – | 101,501 | – | 4.85% | – |
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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% |