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 | $34,137,536 | +1.5% | 470,205 | +4.0% | 0.48% | +4.1% |
| Q2 2023 | $33,621,377 | +3.6% | 452,326 | +1.4% | 0.46% | -4.4% |
| Q1 2023 | $32,463,559 | +6.6% | 446,295 | +5.7% | 0.48% | -1.6% |
| Q4 2022 | $30,449,623 | +2.3% | 422,325 | -6.2% | 0.49% | -5.1% |
| Q3 2022 | $29,758,034 | +12.9% | 450,131 | +19.9% | 0.51% | +3.8% |
| Q2 2022 | $26,367,000 | -2.8% | 375,560 | +7.4% | 0.50% | +9.8% |
| Q1 2022 | $27,129,000 | – | 349,728 | – | 0.45% | – |
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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% |