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 | $2,810,443 | -2.9% | 38,829 | -0.3% | 1.27% | -0.6% |
| Q2 2023 | $2,895,302 | +0.8% | 38,952 | -1.3% | 1.28% | -2.8% |
| Q1 2023 | $2,871,702 | +3.6% | 39,479 | +2.7% | 1.32% | -7.0% |
| Q4 2022 | $2,770,731 | +9.3% | 38,429 | +0.3% | 1.41% | -2.8% |
| Q3 2022 | $2,534,000 | -7.0% | 38,329 | -1.2% | 1.46% | -4.5% |
| Q2 2022 | $2,725,000 | -10.0% | 38,807 | -0.6% | 1.52% | +3.7% |
| Q1 2022 | $3,028,000 | -5.6% | 39,041 | -1.6% | 1.47% | -4.9% |
| Q4 2021 | $3,209,000 | +3.2% | 39,668 | -6.2% | 1.54% | -8.5% |
| Q3 2021 | $3,108,000 | -5.7% | 42,285 | -5.6% | 1.69% | -9.1% |
| Q2 2021 | $3,296,000 | -41.6% | 44,782 | -45.1% | 1.86% | -46.5% |
| Q1 2021 | $5,647,000 | -30.4% | 81,612 | -31.7% | 3.47% | -31.4% |
| Q4 2020 | $8,112,000 | -22.2% | 119,509 | -26.9% | 5.06% | -15.7% |
| Q3 2020 | $10,425,000 | +4.2% | 163,572 | -0.9% | 6.00% | +3.1% |
| Q2 2020 | $10,008,000 | +12.6% | 165,067 | +0.3% | 5.82% | +0.4% |
| Q1 2020 | $8,885,000 | -9.4% | 164,510 | +7.5% | 5.80% | +10.5% |
| Q4 2019 | $9,806,000 | +3.3% | 152,982 | +2.1% | 5.25% | +4.4% |
| Q3 2019 | $9,497,000 | +3.4% | 149,843 | +0.7% | 5.03% | +0.4% |
| Q2 2019 | $9,183,000 | +4.4% | 148,758 | +4.2% | 5.01% | +101.9% |
| Q1 2019 | $8,793,000 | – | 142,773 | – | 2.48% | – |
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% |