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% | – |
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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% |