ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,190 | -2.6% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $371,947 | +2.2% | 5,004 | 0.0% | 0.01% | -13.3% |
| Q1 2023 | $363,991 | +0.9% | 5,004 | 0.0% | 0.02% | -60.5% |
| Q4 2022 | $360,788 | +9.0% | 5,004 | 0.0% | 0.04% | +137.5% |
| Q3 2022 | $331,000 | -5.7% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $351,000 | -9.5% | 5,004 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $388,000 | -4.2% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $405,000 | +10.1% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $368,000 | 0.0% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $368,000 | +6.4% | 5,004 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $346,000 | +1.8% | 5,004 | 0.0% | 0.01% | -20.0% |
| Q4 2020 | $340,000 | +6.6% | 5,004 | 0.0% | 0.02% | +15.4% |
| Q3 2020 | $319,000 | +5.3% | 5,004 | 0.0% | 0.01% | -23.5% |
| Q2 2020 | $303,000 | +12.2% | 5,004 | 0.0% | 0.02% | -15.0% |
| Q1 2020 | $270,000 | -17.7% | 5,004 | 0.0% | 0.02% | +11.1% |
| Q4 2019 | $328,000 | +2.2% | 5,004 | 0.0% | 0.02% | -5.3% |
| Q3 2019 | $321,000 | +3.9% | 5,004 | 0.0% | 0.02% | +5.6% |
| Q2 2019 | $309,000 | -93.8% | 5,004 | +1602.0% | 0.02% | -10.0% |
| Q1 2019 | $5,004,000 | +1809.9% | 294 | -94.1% | 0.02% | +11.1% |
| Q4 2018 | $262,000 | -8.1% | 5,004 | 0.0% | 0.02% | +12.5% |
| Q3 2018 | $285,000 | +7.1% | 5,004 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $266,000 | +2.3% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $260,000 | -1.5% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $264,000 | +4.8% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $252,000 | +2.9% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $245,000 | – | 5,004 | – | 0.02% | – |
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% |