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 | $277,357 | +23.3% | 3,847 | +13.0% | 0.16% | -3.0% |
| Q3 2022 | $225,000 | -5.1% | 3,404 | +1.0% | 0.17% | +5.6% |
| Q2 2022 | $237,000 | -11.9% | 3,371 | -2.7% | 0.16% | -2.4% |
| Q1 2022 | $269,000 | -3.6% | 3,463 | +0.3% | 0.16% | -1.2% |
| Q4 2021 | $279,000 | +10.3% | 3,453 | +0.3% | 0.17% | +3.1% |
| Q3 2021 | $253,000 | 0.0% | 3,444 | +0.3% | 0.16% | -0.6% |
| Q2 2021 | $253,000 | +6.8% | 3,434 | +0.2% | 0.16% | -1.8% |
| Q1 2021 | $237,000 | -3.7% | 3,426 | -5.4% | 0.16% | -8.3% |
| Q4 2020 | $246,000 | +7.0% | 3,621 | +0.4% | 0.18% | -4.8% |
| Q3 2020 | $230,000 | +3.1% | 3,608 | -1.8% | 0.19% | -8.3% |
| Q2 2020 | $223,000 | -4.7% | 3,673 | +3.1% | 0.21% | -6.4% |
| Q4 2019 | $234,000 | +78.6% | 3,563 | +59.2% | 0.22% | +88.0% |
| Q1 2019 | $131,000 | +12.0% | 2,238 | +0.3% | 0.12% | -2.5% |
| Q4 2018 | $117,000 | -7.1% | 2,232 | +0.7% | 0.12% | +5.3% |
| Q3 2018 | $126,000 | +7.7% | 2,217 | +0.4% | 0.11% | 0.0% |
| Q2 2018 | $117,000 | +1.7% | 2,209 | 0.0% | 0.11% | -0.9% |
| Q1 2018 | $115,000 | -0.9% | 2,209 | +0.3% | 0.12% | +4.5% |
| Q4 2017 | $116,000 | – | 2,202 | – | 0.11% | – |
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% |