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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,072 | +9.8% | 42,442 | +12.7% | 0.11% | +9.8% |
| Q2 2023 | $2,799 | -54.3% | 37,652 | -55.3% | 0.10% | -54.5% |
| Q1 2023 | $6,126 | +670.6% | 84,222 | +664.3% | 0.22% | +672.4% |
| Q4 2022 | $795 | -100.0% | 11,020 | -93.7% | 0.03% | -93.4% |
| Q3 2022 | $11,602,000 | -54.6% | 175,529 | -51.8% | 0.44% | -53.8% |
| Q2 2022 | $25,558,000 | +16.3% | 364,020 | +28.5% | 0.95% | +26.0% |
| Q1 2022 | $21,978,000 | +22.2% | 283,330 | +27.5% | 0.76% | +19.1% |
| Q4 2021 | $17,979,000 | -30.7% | 222,235 | -37.0% | 0.63% | -32.4% |
| Q3 2021 | $25,941,000 | +88.5% | 352,932 | +88.8% | 0.94% | +102.2% |
| Q2 2021 | $13,761,000 | +42.2% | 186,948 | +33.7% | 0.46% | +27.8% |
| Q1 2021 | $9,677,000 | -67.7% | 139,856 | -68.3% | 0.36% | -70.9% |
| Q4 2020 | $29,979,000 | +132.7% | 441,651 | +118.5% | 1.25% | +109.0% |
| Q3 2020 | $12,884,000 | +261.2% | 202,170 | +243.4% | 0.60% | +222.7% |
| Q2 2020 | $3,567,000 | +169.6% | 58,870 | +140.3% | 0.18% | +146.7% |
| Q1 2020 | $1,323,000 | -84.9% | 24,500 | -81.6% | 0.08% | -81.7% |
| Q4 2019 | $8,738,000 | – | 133,114 | – | 0.41% | – |
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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% |