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 ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
| Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
| Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
| Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
| Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
| Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
| Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
| Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
| Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |