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 | $4,008,113 | +70.6% | 55,376 | +75.2% | 1.33% | +77.5% |
| Q2 2023 | $2,349,272 | +7.4% | 31,606 | +5.1% | 0.75% | -6.0% |
| Q1 2023 | $2,187,876 | +0.8% | 30,078 | -0.1% | 0.80% | -7.9% |
| Q4 2022 | $2,171,359 | -9.3% | 30,116 | -16.8% | 0.87% | -11.7% |
| Q3 2022 | $2,393,000 | +6.6% | 36,199 | +13.3% | 0.98% | +10.4% |
| Q2 2022 | $2,244,000 | +11.8% | 31,959 | +23.5% | 0.89% | +31.3% |
| Q1 2022 | $2,008,000 | -7.4% | 25,885 | -3.4% | 0.68% | -4.8% |
| Q4 2021 | $2,168,000 | +16.3% | 26,795 | +5.7% | 0.71% | +5.2% |
| Q3 2021 | $1,864,000 | -4.9% | 25,356 | -4.8% | 0.68% | -20.4% |
| Q2 2021 | $1,961,000 | -40.2% | 26,634 | -43.9% | 0.85% | -41.5% |
| Q1 2021 | $3,282,000 | -16.4% | 47,440 | -17.9% | 1.46% | -23.8% |
| Q4 2020 | $3,924,000 | +7.6% | 57,810 | +1.0% | 1.91% | -11.2% |
| Q3 2020 | $3,647,000 | +6.4% | 57,230 | +1.2% | 2.15% | -12.5% |
| Q2 2020 | $3,428,000 | +18.7% | 56,544 | +5.7% | 2.46% | +28.9% |
| Q1 2020 | $2,889,000 | -16.1% | 53,481 | +1.9% | 1.91% | -3.7% |
| Q4 2019 | $3,443,000 | – | 52,487 | – | 1.98% | – |
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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% |