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 | $309,527 | -14.4% | 4,277 | -12.1% | 0.09% | -4.4% |
Q2 2023 | $361,521 | +43.5% | 4,864 | +40.5% | 0.09% | +51.7% |
Q1 2023 | $251,852 | -28.4% | 3,462 | -29.0% | 0.06% | -27.7% |
Q4 2022 | $351,531 | +18.0% | 4,876 | +8.3% | 0.08% | +31.7% |
Q3 2022 | $298,000 | -8.9% | 4,504 | +4.5% | 0.06% | +3.3% |
Q2 2022 | $327,000 | -1.2% | 4,312 | -4.9% | 0.06% | -3.2% |
Q1 2022 | $331,000 | – | 4,532 | – | 0.06% | – |
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% |