ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,100,074 | -9.9% | 15,199 | -7.4% | 0.14% | -6.9% |
| Q2 2023 | $1,220,320 | -10.5% | 16,418 | -12.4% | 0.14% | -14.7% |
| Q1 2023 | $1,363,374 | +27.4% | 18,743 | +15.8% | 0.17% | +10.4% |
| Q3 2022 | $1,070,000 | +0.4% | 16,189 | +8.1% | 0.15% | +8.5% |
| Q2 2022 | $1,066,000 | -2.4% | 14,976 | +4.2% | 0.14% | +6.0% |
| Q1 2022 | $1,092,000 | +18.1% | 14,371 | +25.6% | 0.13% | +26.4% |
| Q4 2021 | $925,000 | +12.5% | 11,439 | +2.3% | 0.11% | -4.5% |
| Q3 2021 | $822,000 | +0.2% | 11,180 | +3.7% | 0.11% | -7.5% |
| Q2 2021 | $820,000 | +15.0% | 10,779 | +4.6% | 0.12% | +4.3% |
| Q1 2021 | $713,000 | +8.2% | 10,304 | +6.7% | 0.12% | +1.8% |
| Q4 2020 | $659,000 | +3.1% | 9,656 | -3.7% | 0.11% | -12.4% |
| Q3 2020 | $639,000 | +14.5% | 10,027 | +8.8% | 0.13% | -4.4% |
| Q2 2020 | $558,000 | -3.6% | 9,213 | -14.1% | 0.14% | -0.7% |
| Q1 2020 | $579,000 | +5.7% | 10,729 | +28.3% | 0.14% | +21.4% |
| Q4 2019 | $548,000 | +36.7% | 8,364 | +33.5% | 0.11% | +24.4% |
| Q3 2019 | $401,000 | +71.4% | 6,266 | +64.7% | 0.09% | +66.7% |
| Q2 2019 | $234,000 | – | 3,804 | – | 0.05% | – |
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% |