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 | $3,618,170 | -3.6% | 49,989 | -1.0% | 0.94% | -1.8% |
| Q2 2023 | $3,753,859 | +5.5% | 50,503 | +3.2% | 0.96% | -25.0% |
| Q1 2023 | $3,559,308 | +7.9% | 48,932 | +6.9% | 1.27% | -1.7% |
| Q4 2022 | $3,299,015 | +58.3% | 45,756 | +45.1% | 1.30% | +23.4% |
| Q3 2022 | $2,084,000 | +22.6% | 31,535 | +30.2% | 1.05% | +48.9% |
| Q2 2022 | $1,700,000 | -19.3% | 24,217 | -10.8% | 0.70% | -17.8% |
| Q1 2022 | $2,107,000 | -5.9% | 27,162 | -1.8% | 0.86% | -9.3% |
| Q4 2021 | $2,239,000 | +23.0% | 27,671 | +11.7% | 0.95% | -2.3% |
| Q3 2021 | $1,821,000 | -8.7% | 24,781 | -8.6% | 0.97% | -12.9% |
| Q2 2021 | $1,994,000 | +12.8% | 27,100 | +6.0% | 1.11% | -18.4% |
| Q1 2021 | $1,768,000 | +5.0% | 25,557 | -3.3% | 1.36% | -5.2% |
| Q4 2020 | $1,684,000 | – | 26,416 | – | 1.44% | – |
Download | ||||||
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% |