ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149 | -3.9% | 2,073 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $155 | -12.9% | 2,073 | -16.0% | 0.01% | -18.2% |
| Q1 2023 | $178 | 0.0% | 2,467 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $178 | -99.9% | 2,467 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $160,000 | +4.6% | 2,467 | +12.6% | 0.01% | +9.1% |
| Q2 2022 | $153,000 | +41.7% | 2,190 | +51.1% | 0.01% | +57.1% |
| Q1 2022 | $108,000 | -7.7% | 1,449 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $117,000 | -27.8% | 1,449 | -33.7% | 0.01% | -36.4% |
| Q3 2021 | $162,000 | +200.0% | 2,186 | +196.6% | 0.01% | +175.0% |
| Q2 2021 | $54,000 | +5.9% | 737 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $51,000 | +2.0% | 737 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $50,000 | +6.4% | 737 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $47,000 | +4.4% | 737 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $45,000 | -50.5% | 737 | -56.2% | 0.00% | -60.0% |
| Q1 2020 | $91,000 | +46.8% | 1,682 | +78.0% | 0.01% | +66.7% |
| Q4 2019 | $62,000 | +1.6% | 945 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $61,000 | +5.2% | 945 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $58,000 | +3.6% | 945 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $56,000 | +12.0% | 945 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $50,000 | -7.4% | 945 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $54,000 | – | 945 | – | 0.01% | – |
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% |