ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520,807 | -12.3% | 7,195 | -9.9% | 0.04% | -8.9% |
| Q2 2023 | $593,559 | -9.6% | 7,985 | -11.5% | 0.04% | -11.8% |
| Q1 2023 | $656,347 | +15.3% | 9,023 | +14.3% | 0.05% | +6.2% |
| Q4 2022 | $569,157 | +3.3% | 7,894 | -5.2% | 0.05% | -5.9% |
| Q3 2022 | $551,000 | -19.7% | 8,330 | -14.8% | 0.05% | -16.4% |
| Q2 2022 | $686,000 | -7.2% | 9,775 | +2.5% | 0.06% | +5.2% |
| Q1 2022 | $739,000 | -13.3% | 9,533 | -9.5% | 0.06% | -9.4% |
| Q4 2021 | $852,000 | -7.0% | 10,532 | -15.5% | 0.06% | -14.7% |
| Q3 2021 | $916,000 | -17.6% | 12,467 | -17.4% | 0.08% | -18.5% |
| Q2 2021 | $1,111,000 | -62.1% | 15,096 | -64.4% | 0.09% | -63.3% |
| Q1 2021 | $2,930,000 | -0.6% | 42,351 | -2.5% | 0.25% | -35.0% |
| Q4 2020 | $2,949,000 | – | 43,440 | – | 0.39% | – |
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% |