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 | $266,749 | +2.5% | 3,589 | +0.3% | 0.06% | +1.6% |
| Q1 2023 | $260,168 | +1.3% | 3,577 | +0.4% | 0.06% | -6.0% |
| Q4 2022 | $256,877 | +9.8% | 3,563 | +0.8% | 0.07% | -11.8% |
| Q3 2022 | $234,000 | -5.6% | 3,533 | 0.0% | 0.08% | -9.5% |
| Q2 2022 | $248,000 | -9.2% | 3,533 | +0.3% | 0.08% | +3.7% |
| Q1 2022 | $273,000 | -3.9% | 3,523 | +0.3% | 0.08% | -4.7% |
| Q4 2021 | $284,000 | +26.8% | 3,512 | +15.3% | 0.08% | +1.2% |
| Q3 2021 | $224,000 | +3.7% | 3,046 | +4.0% | 0.08% | -1.2% |
| Q2 2021 | $216,000 | +7.5% | 2,928 | +0.7% | 0.08% | -5.6% |
| Q1 2021 | $201,000 | – | 2,908 | – | 0.09% | – |
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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% |