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 | $1,179,352 | -32.2% | 16,294 | -30.4% | 0.11% | -44.6% |
| Q2 2023 | $1,740,100 | +2.5% | 23,410 | +0.3% | 0.20% | 0.0% |
| Q1 2023 | $1,697,099 | +5.0% | 23,331 | +4.1% | 0.20% | -5.6% |
| Q4 2022 | $1,616,266 | +19.4% | 22,417 | +9.5% | 0.21% | +4.4% |
| Q3 2022 | $1,354,000 | -3.3% | 20,479 | +2.7% | 0.20% | -1.4% |
| Q2 2022 | $1,400,000 | -15.1% | 19,947 | -6.2% | 0.21% | -3.7% |
| Q1 2022 | $1,649,000 | -15.7% | 21,255 | -12.0% | 0.22% | -16.6% |
| Q4 2021 | $1,955,000 | +35.2% | 24,166 | +22.8% | 0.26% | +24.5% |
| Q3 2021 | $1,446,000 | +2.6% | 19,684 | +2.8% | 0.21% | +20.9% |
| Q2 2021 | $1,409,000 | +425.7% | 19,144 | +392.6% | 0.17% | +290.9% |
| Q1 2021 | $268,000 | +114.4% | 3,886 | +109.6% | 0.04% | +69.2% |
| Q4 2020 | $125,000 | -99.9% | 1,854 | +35.1% | 0.03% | -42.2% |
| Q3 2020 | $89,769,000 | +9.2% | 1,372 | +3.0% | 0.04% | -2.2% |
| Q2 2020 | $82,237,000 | +11.1% | 1,332 | -2.8% | 0.05% | -2.1% |
| Q1 2020 | $73,994,000 | +906.7% | 1,370 | +1192.5% | 0.05% | +1075.0% |
| Q4 2019 | $7,350,000 | – | 106 | – | 0.00% | – |
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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% |