ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,057,294 | -38.9% | 56,055 | -37.2% | 1.09% | -40.4% |
| Q2 2023 | $6,639,413 | -13.2% | 89,323 | -15.1% | 1.83% | -18.9% |
| Q1 2023 | $7,651,239 | +152042.4% | 105,186 | +50.8% | 2.26% | +35.5% |
| Q4 2022 | $5,029 | -99.9% | 69,752 | -0.8% | 1.67% | -15.1% |
| Q3 2022 | $4,646,000 | +10.7% | 70,282 | +17.6% | 1.97% | -1.6% |
| Q2 2022 | $4,197,000 | +97.8% | 59,771 | +118.5% | 2.00% | +155.7% |
| Q1 2022 | $2,122,000 | +23.8% | 27,361 | +29.2% | 0.78% | +11.6% |
| Q4 2021 | $1,714,000 | – | 21,182 | – | 0.70% | – |
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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% |