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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,175,000 | +15.8% | 68,857 | +3.1% | 0.13% | -7.6% |
| Q1 2020 | $3,606,000 | -29.1% | 66,769 | -13.9% | 0.14% | -8.3% |
| Q4 2019 | $5,088,000 | +2.2% | 77,555 | -0.2% | 0.16% | -8.2% |
| Q3 2019 | $4,979,000 | +0.8% | 77,672 | -2.9% | 0.17% | -5.0% |
| Q2 2019 | $4,938,000 | +2.3% | 79,994 | -2.6% | 0.18% | -1.6% |
| Q1 2019 | $4,827,000 | +10.7% | 82,094 | -1.3% | 0.18% | -5.2% |
| Q4 2018 | $4,359,000 | -6.8% | 83,185 | +1.5% | 0.19% | +14.2% |
| Q3 2018 | $4,676,000 | +7.1% | 81,983 | -0.2% | 0.17% | +1.2% |
| Q2 2018 | $4,367,000 | -4.7% | 82,144 | -6.9% | 0.17% | -7.2% |
| Q1 2018 | $4,583,000 | -25.9% | 88,257 | -24.6% | 0.18% | -25.3% |
| Q4 2017 | $6,182,000 | -3.9% | 117,122 | -8.3% | 0.24% | -9.4% |
| Q3 2017 | $6,430,000 | +0.6% | 127,735 | -2.2% | 0.27% | -9.8% |
| Q2 2017 | $6,390,000 | -5.4% | 130,594 | -7.7% | 0.30% | -6.3% |
| Q1 2017 | $6,754,000 | -39.3% | 141,528 | -42.4% | 0.32% | -49.3% |
| Q4 2016 | $11,118,000 | -26.1% | 245,862 | -25.8% | 0.62% | -57.1% |
| Q3 2016 | $15,044,000 | +25.1% | 331,138 | +27.2% | 1.45% | +35.3% |
| Q2 2016 | $12,030,000 | +45.6% | 260,338 | +38.4% | 1.07% | +55.5% |
| Q1 2016 | $8,264,000 | +186.8% | 188,139 | +173.1% | 0.69% | +187.9% |
| Q4 2015 | $2,881,000 | +116.3% | 68,884 | +105.7% | 0.24% | +95.9% |
| Q3 2015 | $1,332,000 | – | 33,484 | – | 0.12% | – |
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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% |