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 | $507,584 | -2.9% | 7,040 | -11.0% | 0.21% | -7.8% |
| Q3 2022 | $523,000 | -94.4% | 7,906 | -94.0% | 0.23% | -94.3% |
| Q2 2022 | $9,328,000 | -9.3% | 132,856 | +0.1% | 4.02% | +3.9% |
| Q1 2022 | $10,290,000 | +1.5% | 132,659 | +5.8% | 3.87% | +0.2% |
| Q4 2021 | $10,139,000 | +10.1% | 125,334 | +0.0% | 3.86% | +4.6% |
| Q3 2021 | $9,209,000 | +1.5% | 125,293 | +1.7% | 3.69% | +0.6% |
| Q2 2021 | $9,072,000 | +24.7% | 123,243 | +17.2% | 3.67% | +13.9% |
| Q1 2021 | $7,277,000 | +4.0% | 105,173 | +2.0% | 3.22% | +0.2% |
| Q4 2020 | $6,996,000 | +9.6% | 103,068 | +2.9% | 3.22% | -3.6% |
| Q3 2020 | $6,382,000 | +10.2% | 100,144 | +4.8% | 3.34% | +5.5% |
| Q2 2020 | $5,791,000 | +20.2% | 95,519 | +7.1% | 3.16% | +2.7% |
| Q1 2020 | $4,819,000 | – | 89,222 | – | 3.08% | – |
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% |