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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,374,000 | +4.1% | 36,196 | +1.7% | 0.14% | -8.2% |
| Q3 2019 | $2,281,000 | +9.1% | 35,578 | +5.1% | 0.15% | +16.7% |
| Q2 2019 | $2,090,000 | -47.9% | 33,860 | -50.3% | 0.13% | -50.0% |
| Q1 2019 | $4,009,000 | +18.6% | 68,180 | +5.7% | 0.25% | +4.1% |
| Q4 2018 | $3,380,000 | -9.1% | 64,506 | -1.1% | 0.24% | +10.0% |
| Q3 2018 | $3,719,000 | +12.0% | 65,201 | +4.4% | 0.22% | +4.8% |
| Q2 2018 | $3,320,000 | +11.5% | 62,457 | +8.9% | 0.21% | +9.4% |
| Q1 2018 | $2,977,000 | +18.7% | 57,335 | +20.6% | 0.19% | +20.8% |
| Q4 2017 | $2,509,000 | +17.8% | 47,541 | +12.4% | 0.16% | +14.4% |
| Q3 2017 | $2,129,000 | +44.6% | 42,294 | +40.6% | 0.14% | +43.3% |
| Q2 2017 | $1,472,000 | +62.8% | 30,079 | +58.9% | 0.10% | +59.0% |
| Q1 2017 | $904,000 | +124.3% | 18,935 | +112.3% | 0.06% | +117.9% |
| Q4 2016 | $403,000 | – | 8,919 | – | 0.03% | – |
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% |