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 | $246,658 | +4.2% | 3,408 | +7.0% | 0.11% | -0.9% |
| Q2 2023 | $236,720 | +3.0% | 3,185 | +0.8% | 0.11% | -11.4% |
| Q1 2023 | $229,829 | +4.3% | 3,160 | +3.4% | 0.12% | +4.2% |
| Q4 2022 | $220,332 | +9.6% | 3,056 | +6.9% | 0.12% | +29.7% |
| Q2 2022 | $201,000 | -7.4% | 2,858 | +2.3% | 0.09% | +12.3% |
| Q1 2022 | $217,000 | -2.3% | 2,794 | +1.9% | 0.08% | +11.0% |
| Q4 2021 | $222,000 | +7.8% | 2,742 | -2.2% | 0.07% | +2.8% |
| Q3 2021 | $206,000 | 0.0% | 2,805 | +0.3% | 0.07% | -7.8% |
| Q2 2021 | $206,000 | – | 2,798 | – | 0.08% | – |
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% |