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 | $181,240 | -18.2% | 2,504 | -16.0% | 0.01% | -14.3% |
| Q2 2023 | $221,503 | +10.4% | 2,980 | +8.0% | 0.01% | 0.0% |
| Q1 2023 | $200,690 | +1.3% | 2,759 | +0.4% | 0.01% | -6.7% |
| Q4 2022 | $198,203 | +5.4% | 2,749 | -3.4% | 0.02% | 0.0% |
| Q3 2022 | $188,000 | -6.0% | 2,847 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $200,000 | -9.1% | 2,847 | +0.3% | 0.02% | 0.0% |
| Q1 2022 | $220,000 | -5.2% | 2,839 | -1.0% | 0.02% | 0.0% |
| Q4 2021 | $232,000 | +10.0% | 2,868 | +0.1% | 0.02% | 0.0% |
| Q3 2021 | $211,000 | +47.6% | 2,865 | +48.1% | 0.02% | +50.0% |
| Q2 2021 | $143,000 | -7.7% | 1,935 | -14.1% | 0.01% | -16.7% |
| Q1 2021 | $155,000 | -9.4% | 2,252 | -10.6% | 0.01% | -14.3% |
| Q4 2020 | $171,000 | +14.8% | 2,519 | +7.4% | 0.01% | 0.0% |
| Q3 2020 | $149,000 | +4.9% | 2,345 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $142,000 | -68.4% | 2,345 | -71.8% | 0.01% | -66.7% |
| Q1 2020 | $450,000 | -15.1% | 8,321 | +3.0% | 0.04% | +5.0% |
| Q4 2019 | $530,000 | +404.8% | 8,077 | +392.5% | 0.04% | +400.0% |
| Q3 2019 | $105,000 | -3.7% | 1,640 | -6.8% | 0.01% | -11.1% |
| Q2 2019 | $109,000 | +0.9% | 1,760 | -3.8% | 0.01% | 0.0% |
| Q1 2019 | $108,000 | +6.9% | 1,830 | -5.4% | 0.01% | -10.0% |
| Q4 2018 | $101,000 | -16.5% | 1,935 | -8.9% | 0.01% | 0.0% |
| Q3 2018 | $121,000 | +11.0% | 2,125 | +3.7% | 0.01% | 0.0% |
| Q2 2018 | $109,000 | +17.2% | 2,050 | +14.5% | 0.01% | +11.1% |
| Q1 2018 | $93,000 | +14.8% | 1,790 | +16.2% | 0.01% | +12.5% |
| Q4 2017 | $81,000 | +24.6% | 1,540 | +19.4% | 0.01% | +33.3% |
| Q3 2017 | $65,000 | +6.6% | 1,290 | +4.0% | 0.01% | 0.0% |
| Q2 2017 | $61,000 | +22.0% | 1,240 | +19.2% | 0.01% | +20.0% |
| Q1 2017 | $50,000 | – | 1,040 | – | 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% |