ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,439 | -8.2% | 6,596 | -5.7% | 0.14% | -2.8% |
| Q2 2023 | $520,034 | +2.4% | 6,996 | +0.2% | 0.14% | -2.7% |
| Q1 2023 | $508,024 | +1.1% | 6,984 | +0.2% | 0.15% | -2.7% |
| Q4 2022 | $502,535 | +9.2% | 6,970 | +0.2% | 0.15% | -13.8% |
| Q3 2022 | $460,000 | -5.7% | 6,955 | +0.2% | 0.17% | +1.2% |
| Q2 2022 | $488,000 | -14.2% | 6,939 | -5.3% | 0.17% | +1.2% |
| Q1 2022 | $569,000 | -3.9% | 7,329 | +0.2% | 0.17% | -5.0% |
| Q4 2021 | $592,000 | +10.2% | 7,317 | +0.2% | 0.18% | -2.7% |
| Q3 2021 | $537,000 | 0.0% | 7,306 | +0.2% | 0.18% | -3.2% |
| Q2 2021 | $537,000 | +6.3% | 7,293 | +0.1% | 0.19% | +5.0% |
| Q1 2021 | $505,000 | +2.2% | 7,283 | +0.2% | 0.18% | -4.2% |
| Q4 2020 | $494,000 | +6.9% | 7,269 | +0.2% | 0.19% | -1.6% |
| Q3 2020 | $462,000 | +5.2% | 7,254 | +0.2% | 0.19% | -1.5% |
| Q2 2020 | $439,000 | +12.6% | 7,237 | +0.2% | 0.20% | -4.9% |
| Q1 2020 | $390,000 | – | 7,220 | – | 0.20% | – |
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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% |