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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $852,119 | +8.9% | 11,464 | +6.6% | 0.00% | 0.0% |
| Q1 2023 | $782,173 | -2.2% | 10,753 | -3.1% | 0.00% | 0.0% |
| Q4 2022 | $800,094 | +6.4% | 11,097 | -2.4% | 0.00% | 0.0% |
| Q3 2022 | $752,000 | -4.2% | 11,375 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $785,000 | -15.2% | 11,176 | -6.3% | 0.00% | 0.0% |
| Q1 2022 | $926,000 | -11.3% | 11,932 | -7.5% | 0.00% | 0.0% |
| Q4 2021 | $1,044,000 | +13.2% | 12,901 | +2.8% | 0.00% | 0.0% |
| Q3 2021 | $922,000 | +17.2% | 12,546 | +17.3% | 0.00% | 0.0% |
| Q2 2021 | $787,000 | +3.6% | 10,692 | -2.7% | 0.00% | 0.0% |
| Q1 2021 | $760,000 | +5.0% | 10,990 | +3.1% | 0.00% | 0.0% |
| Q4 2020 | $724,000 | -60.0% | 10,664 | -61.3% | 0.00% | -66.7% |
| Q4 2019 | $1,810,000 | +9.0% | 27,591 | +6.5% | 0.01% | 0.0% |
| Q3 2019 | $1,661,000 | +26.1% | 25,909 | +21.4% | 0.01% | +28.6% |
| Q2 2019 | $1,317,000 | +76.5% | 21,336 | +68.1% | 0.01% | +16.7% |
| Q1 2019 | $746,000 | +13.7% | 12,689 | +1.3% | 0.01% | +200.0% |
| Q4 2018 | $656,000 | -38.1% | 12,528 | -32.6% | 0.00% | -66.7% |
| Q3 2018 | $1,060,000 | +66.7% | 18,587 | +54.2% | 0.01% | +50.0% |
| Q4 2017 | $636,000 | +17.3% | 12,056 | +8.8% | 0.00% | 0.0% |
| Q2 2017 | $542,000 | – | 11,076 | – | 0.00% | – |
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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% |