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 | $456,453 | +57.8% | 6,306 | +62.0% | 0.05% | +67.7% |
| Q2 2023 | $289,318 | -21.3% | 3,892 | -23.0% | 0.03% | -13.9% |
| Q1 2023 | $367,498 | +10.0% | 5,052 | +9.1% | 0.04% | +12.5% |
| Q4 2022 | $333,961 | -11.9% | 4,632 | -19.2% | 0.03% | -28.9% |
| Q3 2022 | $379,000 | +6.2% | 5,735 | +12.7% | 0.04% | +28.6% |
| Q2 2022 | $357,000 | -99.9% | 5,087 | +25.9% | 0.04% | +34.6% |
| Q1 2022 | $313,469,000 | -50.1% | 4,041 | -47.9% | 0.03% | -49.0% |
| Q4 2021 | $627,888,000 | +109.6% | 7,761 | +90.5% | 0.05% | +96.2% |
| Q3 2021 | $299,512,000 | +90661.2% | 4,075 | -9.1% | 0.03% | -38.1% |
| Q2 2021 | $330,000 | -41.2% | 4,483 | -44.7% | 0.04% | -28.8% |
| Q1 2021 | $561,000 | -3.9% | 8,109 | -5.8% | 0.06% | -20.3% |
| Q4 2020 | $584,000 | +0.3% | 8,604 | -2.0% | 0.07% | -5.1% |
| Q3 2020 | $582,000 | +87.1% | 8,780 | +71.2% | 0.08% | +56.0% |
| Q2 2020 | $311,000 | +42.7% | 5,129 | +27.3% | 0.05% | +8.7% |
| Q1 2020 | $218,000 | -68.3% | 4,029 | -61.6% | 0.05% | -61.0% |
| Q4 2019 | $687,000 | +21.8% | 10,496 | +14.9% | 0.12% | -48.5% |
| Q2 2019 | $564,000 | +33.6% | 9,133 | +27.1% | 0.23% | +102.7% |
| Q1 2019 | $422,000 | – | 7,185 | – | 0.11% | – |
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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% |