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 | $589,463 | +26.4% | 8,144 | +29.8% | 0.01% | +62.5% |
Q2 2023 | $466,495 | -88.7% | 6,276 | -88.9% | 0.01% | -86.2% |
Q1 2023 | $4,119,145 | +10.2% | 56,628 | +9.3% | 0.06% | +16.0% |
Q4 2022 | $3,736,655 | +155.1% | 51,826 | +133.9% | 0.05% | +138.1% |
Q3 2022 | $1,465,000 | +374.1% | 22,156 | +402.6% | 0.02% | +320.0% |
Q2 2022 | $309,000 | -9.6% | 4,408 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $342,000 | -1.4% | 4,408 | +2.7% | 0.01% | -16.7% |
Q4 2021 | $347,000 | +6.8% | 4,293 | -3.0% | 0.01% | +50.0% |
Q3 2021 | $325,000 | +0.6% | 4,424 | +0.8% | 0.00% | 0.0% |
Q2 2021 | $323,000 | +7.0% | 4,388 | +0.6% | 0.00% | 0.0% |
Q1 2021 | $302,000 | +3.8% | 4,360 | +1.6% | 0.00% | 0.0% |
Q4 2020 | $291,000 | +6.2% | 4,293 | 0.0% | 0.00% | -20.0% |
Q3 2020 | $274,000 | – | 4,293 | – | 0.01% | – |
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% |