ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,758,502 | -4.7% | 286,799 | -2.1% | 2.77% | -4.2% |
| Q2 2023 | $21,781,281 | -2.6% | 293,035 | -4.6% | 2.89% | -8.0% |
| Q1 2023 | $22,353,485 | +0.3% | 307,307 | -0.6% | 3.14% | -8.8% |
| Q4 2022 | $22,289,886 | +6.4% | 309,152 | -2.4% | 3.44% | -4.6% |
| Q3 2022 | $20,945,000 | -5.9% | 316,867 | -0.0% | 3.61% | -4.6% |
| Q2 2022 | $22,256,000 | -9.6% | 316,986 | -0.2% | 3.78% | +2.0% |
| Q1 2022 | $24,627,000 | -5.8% | 317,485 | -1.7% | 3.71% | -2.4% |
| Q4 2021 | $26,133,000 | +4.1% | 323,027 | -5.4% | 3.80% | -8.3% |
| Q3 2021 | $25,101,000 | -8.7% | 341,509 | -8.6% | 4.15% | -11.2% |
| Q2 2021 | $27,505,000 | -16.3% | 373,654 | -21.3% | 4.67% | -22.2% |
| Q1 2021 | $32,870,000 | -22.7% | 475,070 | -24.1% | 6.00% | -25.5% |
| Q4 2020 | $42,515,000 | +4.4% | 626,328 | -2.0% | 8.06% | -4.7% |
| Q3 2020 | $40,726,000 | +4.1% | 639,046 | -1.0% | 8.46% | -8.2% |
| Q2 2020 | $39,133,000 | +5.9% | 645,444 | -5.7% | 9.21% | -4.3% |
| Q1 2020 | $36,963,000 | -11.5% | 684,371 | +7.5% | 9.62% | +6.7% |
| Q4 2019 | $41,754,000 | +2.6% | 636,496 | +0.3% | 9.02% | -2.5% |
| Q3 2019 | $40,683,000 | +4.4% | 634,673 | +0.5% | 9.25% | +2.7% |
| Q2 2019 | $38,972,000 | +5.4% | 631,332 | +0.4% | 9.01% | +1.3% |
| Q1 2019 | $36,979,000 | +3.1% | 628,897 | -8.1% | 8.89% | -11.4% |
| Q4 2018 | $35,878,000 | -6.2% | 684,694 | +2.1% | 10.04% | +5.5% |
| Q3 2018 | $38,255,000 | +3.9% | 670,662 | -3.2% | 9.52% | -0.4% |
| Q2 2018 | $36,823,000 | -8.5% | 692,684 | -10.7% | 9.55% | -10.4% |
| Q1 2018 | $40,265,000 | -7.5% | 775,374 | -6.0% | 10.66% | -10.1% |
| Q4 2017 | $43,530,000 | +2.7% | 824,743 | -2.0% | 11.85% | -0.4% |
| Q3 2017 | $42,380,000 | +2.4% | 841,867 | -0.5% | 11.89% | -2.7% |
| Q2 2017 | $41,388,000 | +2.1% | 845,867 | -0.4% | 12.23% | -4.1% |
| Q1 2017 | $40,525,000 | -7.5% | 849,227 | -12.4% | 12.75% | -19.1% |
| Q4 2016 | $43,833,000 | -5.2% | 969,323 | -4.7% | 15.76% | -6.1% |
| Q3 2016 | $46,220,000 | -3.8% | 1,017,385 | -2.1% | 16.78% | -3.6% |
| Q2 2016 | $48,026,000 | +27.8% | 1,039,302 | +21.5% | 17.42% | +14.5% |
| Q1 2016 | $37,571,000 | +203.0% | 855,249 | +188.5% | 15.22% | +211.4% |
| Q4 2015 | $12,399,000 | +3023.2% | 296,483 | +2853.0% | 4.89% | +2600.0% |
| Q3 2015 | $397,000 | – | 10,040 | – | 0.18% | – |
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% |