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 | $1,581,891 | -17.1% | 21,855 | -14.8% | 1.21% | -14.8% |
| Q2 2023 | $1,907,173 | +4.1% | 25,658 | +3.8% | 1.42% | -0.6% |
| Q1 2023 | $1,831,280 | +44.1% | 24,730 | +40.3% | 1.43% | +33.4% |
| Q4 2022 | $1,270,687 | +13.3% | 17,624 | +3.8% | 1.07% | +2.9% |
| Q3 2022 | $1,122,000 | -6.5% | 16,974 | +4.1% | 1.04% | +7.1% |
| Q2 2022 | $1,200,000 | +12.7% | 16,312 | +18.8% | 0.97% | +20.8% |
| Q1 2022 | $1,065,000 | -8.9% | 13,726 | -5.0% | 0.81% | -7.9% |
| Q4 2021 | $1,169,000 | +61.7% | 14,449 | +38.3% | 0.88% | +30.0% |
| Q1 2021 | $723,000 | -48.6% | 10,449 | -49.6% | 0.67% | -55.7% |
| Q4 2020 | $1,406,000 | – | 20,713 | – | 1.52% | – |
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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% |