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 | $72,320 | -2.6% | 999 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $74,268 | -85.1% | 999 | -85.4% | 0.01% | -87.0% |
| Q1 2023 | $498,133 | +34.5% | 6,848 | +33.3% | 0.05% | +22.7% |
| Q4 2022 | $370,384 | +330.7% | 5,137 | +293.0% | 0.04% | +266.7% |
| Q3 2022 | $86,000 | +330.0% | 1,307 | +385.9% | 0.01% | +200.0% |
| Q3 2021 | $20,000 | -23.1% | 269 | -28.8% | 0.00% | -55.6% |
| Q4 2020 | $26,000 | +8.3% | 378 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $24,000 | – | 378 | – | 0.01% | – |
Download | ||||||
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% |