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 | $367,039 | -8.0% | 5,071 | -5.5% | 0.08% | -10.7% |
| Q2 2023 | $398,780 | +98364.2% | 5,365 | -3.5% | 0.08% | -6.7% |
| Q1 2023 | $405 | -33.7% | 5,561 | -34.4% | 0.09% | -42.7% |
| Q4 2022 | $611 | -99.9% | 8,480 | +7.3% | 0.16% | +20.8% |
| Q3 2022 | $523,000 | -48.2% | 7,905 | -45.0% | 0.13% | -69.8% |
| Q2 2022 | $1,009,000 | -97.9% | 14,366 | -97.7% | 0.43% | -96.8% |
| Q1 2022 | $49,137,000 | -8.0% | 633,456 | -4.1% | 13.35% | +17.2% |
| Q4 2021 | $53,432,000 | -43.5% | 660,470 | -48.7% | 11.39% | -42.2% |
| Q3 2021 | $94,624,000 | +1.1% | 1,287,406 | +1.3% | 19.70% | -1.1% |
| Q2 2021 | $93,568,000 | +93.7% | 1,271,127 | +82.1% | 19.92% | +63.1% |
| Q1 2021 | $48,301,000 | -1.7% | 698,093 | -3.5% | 12.22% | +14.3% |
| Q4 2020 | $49,112,000 | -49.4% | 723,518 | -52.5% | 10.69% | -53.3% |
| Q3 2020 | $97,099,000 | +75.3% | 1,523,595 | +66.7% | 22.87% | +40.6% |
| Q2 2020 | $55,399,000 | +158.1% | 913,724 | +129.9% | 16.26% | +125.1% |
| Q1 2020 | $21,463,000 | – | 397,388 | – | 7.22% | – |
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% |