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 | $144,619 | +18.5% | 1,998 | +21.7% | 0.06% | +22.9% |
| Q2 2023 | $122,023 | -7.1% | 1,642 | -9.0% | 0.05% | -39.2% |
| Q1 2023 | $131,332 | +1.0% | 1,805 | +0.1% | 0.08% | -8.1% |
| Q4 2022 | $130,082 | +9.2% | 1,804 | +0.1% | 0.09% | -19.6% |
| Q3 2022 | $119,164 | -11.2% | 1,803 | -5.7% | 0.11% | -1.8% |
| Q2 2022 | $134,266 | -30.8% | 1,912 | -23.5% | 0.11% | -31.4% |
| Q1 2022 | $193,956 | -10.3% | 2,500 | -6.5% | 0.16% | -11.2% |
| Q4 2021 | $216,215 | – | 2,673 | – | 0.18% | – |
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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% |