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 | $607,618 | -9.8% | 8,395 | -7.4% | 0.08% | -13.4% |
| Q2 2023 | $673,641 | +38.2% | 9,063 | +33.8% | 0.10% | +24.4% |
| Q1 2023 | $487,409 | -1.8% | 6,775 | -1.6% | 0.08% | -19.6% |
| Q4 2022 | $496,299 | -1.5% | 6,883 | -9.8% | 0.10% | -9.3% |
| Q3 2022 | $504,000 | -7.9% | 7,631 | -2.1% | 0.11% | -7.8% |
| Q2 2022 | $547,000 | -30.1% | 7,794 | -22.2% | 0.12% | -18.9% |
| Q1 2022 | $783,000 | +0.4% | 10,017 | -2.5% | 0.14% | +12.6% |
| Q4 2021 | $780,000 | +11.1% | 10,279 | +10.2% | 0.13% | +0.8% |
| Q3 2021 | $702,000 | 0.0% | 9,325 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $702,000 | +12.9% | 9,325 | +3.8% | 0.13% | +2.4% |
| Q1 2021 | $622,000 | -39.1% | 8,987 | -40.2% | 0.12% | -41.7% |
| Q4 2020 | $1,021,000 | -16.7% | 15,037 | -21.8% | 0.21% | -38.1% |
| Q3 2020 | $1,225,000 | -0.5% | 19,222 | -5.3% | 0.34% | -19.4% |
| Q2 2020 | $1,231,000 | +4.8% | 20,298 | -6.7% | 0.42% | +746.0% |
| Q1 2020 | $1,175,000 | -8.2% | 21,753 | +11.5% | 0.05% | -63.0% |
| Q4 2019 | $1,280,000 | +18.4% | 19,512 | +15.7% | 0.14% | +11.6% |
| Q3 2019 | $1,081,000 | +112.0% | 16,869 | +104.3% | 0.12% | -45.5% |
| Q2 2019 | $510,000 | +17.2% | 8,257 | +11.6% | 0.22% | +2.3% |
| Q1 2019 | $435,000 | +16.0% | 7,396 | +3.4% | 0.22% | -0.5% |
| Q4 2018 | $375,000 | -97.6% | 7,155 | +1962.0% | 0.22% | +1047.4% |
| Q4 2016 | $15,692,000 | – | 347 | – | 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% |