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 | $1,495,371 | -5.6% | 20,660 | -3.1% | 0.60% | -10.1% |
| Q2 2023 | $1,583,972 | -2.1% | 21,310 | -4.2% | 0.66% | +0.2% |
| Q1 2023 | $1,617,883 | -0.8% | 22,242 | -1.7% | 0.66% | +1.7% |
| Q4 2022 | $1,631,623 | +5.3% | 22,630 | -3.4% | 0.65% | -23.7% |
| Q3 2022 | $1,548,858 | -6.3% | 23,432 | -0.5% | 0.86% | -7.1% |
| Q2 2022 | $1,652,646 | -94.2% | 23,539 | -93.6% | 0.92% | -92.7% |
| Q1 2022 | $28,511,306 | -3.0% | 367,556 | +1.2% | 12.60% | +13.1% |
| Q4 2021 | $29,395,623 | – | 363,358 | – | 11.14% | – |
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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% |