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 | $1,832,158 | -4.6% | 25,313 | -2.0% | 0.17% | -1.1% |
| Q2 2023 | $1,919,724 | -25.7% | 25,827 | -27.3% | 0.18% | -26.8% |
| Q1 2023 | $2,584,222 | -11.0% | 35,527 | -11.8% | 0.24% | -2.4% |
| Q4 2022 | $2,905,199 | +6.6% | 40,294 | -2.3% | 0.24% | -9.9% |
| Q3 2022 | $2,726,000 | -7.2% | 41,244 | -1.4% | 0.27% | +6.7% |
| Q2 2022 | $2,938,000 | -9.3% | 41,842 | +0.2% | 0.26% | +2.0% |
| Q1 2022 | $3,239,000 | -5.4% | 41,754 | -1.3% | 0.25% | +1.2% |
| Q4 2021 | $3,423,000 | +11.0% | 42,308 | +0.8% | 0.25% | +2.5% |
| Q3 2021 | $3,084,000 | -93.0% | 41,958 | -93.0% | 0.24% | -92.8% |
| Q2 2021 | $44,197,000 | +10.2% | 600,418 | +3.6% | 3.33% | +4.6% |
| Q1 2021 | $40,103,000 | +4.7% | 579,600 | +2.7% | 3.18% | -0.9% |
| Q4 2020 | $38,303,000 | +11.4% | 564,280 | +4.6% | 3.21% | -3.0% |
| Q3 2020 | $34,377,000 | +12.6% | 539,420 | +7.1% | 3.31% | +9.8% |
| Q2 2020 | $30,532,000 | +3307.6% | 503,581 | +2936.9% | 3.01% | +2715.9% |
| Q1 2020 | $896,000 | – | 16,582 | – | 0.11% | – |
Download | ||||||
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% |