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 | $2,346,072 | -9.4% | 32,413 | -7.0% | 0.21% | -4.1% |
| Q2 2023 | $2,590,080 | +2.9% | 34,846 | +0.7% | 0.22% | -3.5% |
| Q1 2023 | $2,517,079 | +15.8% | 34,604 | +14.8% | 0.23% | +7.5% |
| Q4 2022 | $2,173,990 | +16.5% | 30,152 | +6.8% | 0.21% | +15.1% |
| Q3 2022 | $1,866,000 | +5.8% | 28,236 | +12.5% | 0.19% | +7.5% |
| Q2 2022 | $1,763,000 | -20.0% | 25,104 | -11.7% | 0.17% | +25.4% |
| Q1 2022 | $2,204,000 | -4.9% | 28,415 | -0.8% | 0.14% | -3.5% |
| Q4 2021 | $2,318,000 | +98.0% | 28,650 | +79.9% | 0.14% | +76.5% |
| Q3 2021 | $1,171,000 | -2.4% | 15,928 | -2.3% | 0.08% | +1.2% |
| Q2 2021 | $1,200,000 | -34.5% | 16,302 | -38.5% | 0.08% | -38.5% |
| Q1 2021 | $1,833,000 | -30.3% | 26,488 | -31.6% | 0.13% | -38.7% |
| Q4 2020 | $2,631,000 | +3.8% | 38,753 | -2.6% | 0.21% | -2.3% |
| Q3 2020 | $2,535,000 | +0.3% | 39,771 | -4.6% | 0.22% | +6.4% |
| Q2 2020 | $2,528,000 | +99.7% | 41,687 | +77.8% | 0.20% | +74.4% |
| Q1 2020 | $1,266,000 | +44.5% | 23,440 | +75.6% | 0.12% | +58.1% |
| Q4 2019 | $876,000 | +62.5% | 13,352 | +58.7% | 0.07% | +48.0% |
| Q3 2019 | $539,000 | -6.4% | 8,413 | -9.9% | 0.05% | -21.9% |
| Q2 2019 | $576,000 | +1209.1% | 9,339 | +1155.2% | 0.06% | +1180.0% |
| Q1 2019 | $44,000 | +25.7% | 744 | +10.9% | 0.01% | 0.0% |
| Q4 2018 | $35,000 | -31.4% | 671 | -24.7% | 0.01% | -16.7% |
| Q3 2018 | $51,000 | -37.8% | 891 | -42.5% | 0.01% | -45.5% |
| Q2 2018 | $82,000 | +485.7% | 1,549 | +486.7% | 0.01% | +450.0% |
| Q1 2018 | $14,000 | +600.0% | 264 | +543.9% | 0.00% | – |
| Q4 2017 | $2,000 | – | 41 | – | 0.00% | – |
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% |