ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,194 | -3.0% | 154,661 | -0.4% | 0.17% | +2.4% |
Q2 2023 | $11,544 | +3.6% | 155,310 | +1.4% | 0.16% | -0.6% |
Q1 2023 | $11,139 | -4.1% | 153,139 | -4.9% | 0.16% | +1.2% |
Q4 2022 | $11,612 | -99.9% | 161,058 | -3.5% | 0.16% | -16.4% |
Q3 2022 | $11,027,000 | +365.1% | 166,828 | +394.0% | 0.20% | +375.6% |
Q2 2022 | $2,371,000 | -81.8% | 33,774 | -79.9% | 0.04% | -78.9% |
Q1 2022 | $13,008,000 | -9.7% | 167,689 | -5.9% | 0.19% | -23.3% |
Q4 2021 | $14,411,000 | +8.5% | 178,136 | -1.4% | 0.25% | -0.8% |
Q3 2021 | $13,277,000 | -6.2% | 180,633 | -6.0% | 0.26% | -9.3% |
Q2 2021 | $14,151,000 | -34.5% | 192,250 | -38.4% | 0.28% | -38.1% |
Q1 2021 | $21,598,000 | -28.1% | 312,154 | -29.4% | 0.45% | -34.5% |
Q4 2020 | $30,021,000 | -28.4% | 442,263 | -32.8% | 0.69% | -36.5% |
Q3 2020 | $41,920,000 | +87.5% | 657,771 | +78.4% | 1.09% | +68.6% |
Q2 2020 | $22,354,000 | -43.5% | 368,696 | -49.7% | 0.65% | -49.7% |
Q1 2020 | $39,557,000 | -21.3% | 732,410 | -4.4% | 1.29% | +1.4% |
Q4 2019 | $50,236,000 | -0.8% | 765,800 | -3.1% | 1.27% | -21.3% |
Q3 2019 | $50,635,000 | +2.0% | 789,935 | -1.8% | 1.61% | +2.4% |
Q2 2019 | $49,642,000 | +85.0% | 804,176 | +76.2% | 1.57% | +39.8% |
Q1 2019 | $26,835,000 | +23.7% | 456,386 | +10.2% | 1.12% | +7.1% |
Q4 2018 | $21,692,000 | -6.5% | 413,968 | +1.8% | 1.05% | -9.3% |
Q3 2018 | $23,194,000 | +6.5% | 406,623 | -0.7% | 1.16% | +1.9% |
Q2 2018 | $21,775,000 | +1.2% | 409,608 | -1.2% | 1.14% | -3.1% |
Q1 2018 | $21,524,000 | -7.3% | 414,489 | -5.8% | 1.17% | -19.4% |
Q4 2017 | $23,212,000 | -1.2% | 439,785 | -5.8% | 1.45% | -9.4% |
Q3 2017 | $23,503,000 | +2.8% | 466,895 | -0.1% | 1.60% | -1.5% |
Q2 2017 | $22,868,000 | +1229.5% | 467,364 | +1093.9% | 1.63% | +718.6% |
Q1 2016 | $1,720,000 | -48.7% | 39,146 | -51.2% | 0.20% | -35.0% |
Q4 2015 | $3,355,000 | -24.2% | 80,214 | -28.3% | 0.31% | -40.6% |
Q3 2015 | $4,427,000 | -66.4% | 111,830 | -65.8% | 0.52% | -62.9% |
Q2 2015 | $13,188,000 | +36.3% | 327,084 | +39.5% | 1.39% | +30.0% |
Q1 2015 | $9,677,000 | +1967.7% | 234,536 | +1789.3% | 1.07% | +1955.8% |
Q3 2014 | $468,000 | +1.7% | 12,414 | +0.5% | 0.05% | -14.8% |
Q2 2014 | $460,000 | +3.4% | 12,350 | 0.0% | 0.06% | +1.7% |
Q1 2014 | $445,000 | – | 12,350 | – | 0.06% | – |
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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% |