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 2017 | $7,000 | -12.5% | 130 | -19.8% | 0.00% | – |
| Q3 2017 | $8,000 | -99.9% | 162 | -99.9% | 0.00% | -100.0% |
| Q2 2017 | $11,626,000 | +2554.3% | 237,608 | +2658.7% | 0.56% | +2330.4% |
| Q1 2017 | $438,000 | +10850.0% | 8,613 | +9470.0% | 0.02% | – |
| Q3 2016 | $4,000 | -100.0% | 90 | -100.0% | 0.00% | -100.0% |
| Q2 2016 | $17,280,000 | +17008.9% | 373,940 | +16116.0% | 1.00% | +14214.3% |
| Q1 2016 | $101,000 | – | 2,306 | – | 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% |