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 | $435,221 | -4.1% | 6,013 | -1.5% | 0.26% | -3.0% |
| Q2 2023 | $453,710 | -9.5% | 6,104 | -11.4% | 0.26% | -19.0% |
| Q1 2023 | $501,397 | +0.3% | 6,893 | -0.6% | 0.33% | -7.9% |
| Q4 2022 | $499,869 | -85.7% | 6,933 | -86.9% | 0.36% | -86.6% |
| Q3 2022 | $3,496,000 | -99.9% | 52,883 | -0.7% | 2.65% | -8.2% |
| Q2 2022 | $3,740,946,000 | +100897.5% | 53,282 | +10.8% | 2.88% | +13.5% |
| Q1 2022 | $3,704,000 | +734.2% | 48,088 | +777.4% | 2.54% | +665.1% |
| Q4 2021 | $444,000 | +1.8% | 5,481 | -7.8% | 0.33% | -21.7% |
| Q3 2021 | $436,000 | -4.6% | 5,943 | -4.6% | 0.42% | -14.7% |
| Q2 2021 | $457,000 | -78.2% | 6,232 | -79.8% | 0.50% | -79.8% |
| Q1 2021 | $2,095,000 | -35.2% | 30,820 | -35.6% | 2.46% | -37.7% |
| Q4 2020 | $3,233,000 | – | 47,884 | – | 3.96% | – |
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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% |