ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,287 | +39.6% | 30,770 | +35.5% | 0.10% | +20.7% |
| Q4 2022 | $1,638 | -99.9% | 22,712 | -30.1% | 0.08% | -28.7% |
| Q3 2022 | $2,148,000 | +433.0% | 32,493 | +525.1% | 0.12% | +721.4% |
| Q1 2022 | $403,000 | -97.0% | 5,198 | -97.1% | 0.01% | -97.4% |
| Q3 2021 | $13,334,000 | +2383.1% | 181,416 | +2387.2% | 0.54% | +1885.2% |
| Q2 2021 | $537,000 | -84.3% | 7,294 | -85.3% | 0.03% | -85.4% |
| Q1 2021 | $3,425,000 | +97.9% | 49,495 | +94.1% | 0.18% | +56.8% |
| Q4 2020 | $1,731,000 | -50.3% | 25,498 | -53.3% | 0.12% | -54.3% |
| Q3 2020 | $3,481,000 | +574.6% | 54,627 | +459.1% | 0.26% | +448.9% |
| Q4 2017 | $516,000 | -92.3% | 9,771 | -93.4% | 0.05% | -88.6% |
| Q4 2016 | $6,707,000 | +1727.5% | 148,314 | +1737.2% | 0.41% | +1111.8% |
| Q3 2016 | $367,000 | – | 8,073 | – | 0.03% | – |
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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% |