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 | $5,268,472 | -21.7% | 72,789 | -19.6% | 2.47% | -18.0% |
| Q2 2023 | $6,726,291 | +22.8% | 90,492 | +20.2% | 3.01% | +15.2% |
| Q1 2023 | $5,475,351 | +54.2% | 75,273 | +52.9% | 2.62% | +51.0% |
| Q4 2022 | $3,550,243 | +20.6% | 49,241 | +10.6% | 1.73% | -1.8% |
| Q3 2022 | $2,944,000 | +198.3% | 44,536 | +216.7% | 1.76% | +204.1% |
| Q2 2022 | $987,000 | +4.0% | 14,061 | +14.9% | 0.58% | +16.0% |
| Q1 2022 | $949,000 | -17.0% | 12,233 | -13.4% | 0.50% | -8.8% |
| Q4 2021 | $1,143,000 | +11.8% | 14,132 | +1.6% | 0.55% | +5.6% |
| Q3 2021 | $1,022,000 | +9.0% | 13,908 | +9.1% | 0.52% | +4.0% |
| Q2 2021 | $938,000 | +4.9% | 12,744 | -1.3% | 0.50% | -5.3% |
| Q1 2021 | $894,000 | +2.1% | 12,915 | +0.0% | 0.53% | -4.4% |
| Q4 2020 | $876,000 | +5.3% | 12,910 | -1.1% | 0.55% | -9.4% |
| Q3 2020 | $832,000 | +21.1% | 13,057 | +15.2% | 0.61% | +14.5% |
| Q2 2020 | $687,000 | +12.6% | 11,339 | +0.4% | 0.53% | -5.3% |
| Q1 2020 | $610,000 | -32.0% | 11,297 | -17.4% | 0.56% | -14.2% |
| Q4 2019 | $897,000 | – | 13,674 | – | 0.65% | – |
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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% |