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 | $630,070 | -33.7% | 8,705 | -31.9% | 0.01% | -33.3% |
| Q2 2023 | $950,459 | +20.4% | 12,787 | +17.8% | 0.02% | +10.5% |
| Q1 2023 | $789,357 | +0.2% | 10,852 | +0.8% | 0.02% | -13.6% |
| Q4 2022 | $788,125 | +52.4% | 10,766 | +37.7% | 0.02% | +10.0% |
| Q3 2022 | $517,000 | -7.8% | 7,821 | -2.1% | 0.02% | +5.3% |
| Q2 2022 | $561,000 | +4.9% | 7,990 | +15.8% | 0.02% | -9.5% |
| Q1 2022 | $535,000 | -23.2% | 6,897 | -20.0% | 0.02% | -25.0% |
| Q4 2021 | $697,000 | +201.7% | 8,616 | +174.1% | 0.03% | +154.5% |
| Q3 2021 | $231,000 | +2.7% | 3,143 | +2.8% | 0.01% | +10.0% |
| Q2 2021 | $225,000 | -32.2% | 3,057 | -36.3% | 0.01% | -44.4% |
| Q1 2021 | $332,000 | +17.7% | 4,798 | +15.5% | 0.02% | -10.0% |
| Q4 2020 | $282,000 | -13.8% | 4,154 | -23.0% | 0.02% | -35.5% |
| Q2 2020 | $327,000 | -65.7% | 5,393 | -69.5% | 0.03% | -68.7% |
| Q1 2020 | $954,000 | +1092.5% | 17,663 | +772.2% | 0.10% | +350.0% |
| Q3 2015 | $80,000 | – | 2,025 | – | 0.02% | – |
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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% |