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 ↓ |
|---|---|---|---|
| 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% |