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 | $298,115 | -2.6% | 4,119 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $306,147 | +2.2% | 4,119 | 0.0% | 0.12% | -4.1% |
| Q1 2023 | $299,598 | -84.9% | 4,119 | -85.0% | 0.12% | -87.4% |
| Q4 2022 | $1,985,239 | -14.7% | 27,535 | -21.8% | 0.98% | -15.2% |
| Q3 2022 | $2,326,000 | -7.3% | 35,196 | -1.5% | 1.16% | +0.6% |
| Q2 2022 | $2,509,000 | -10.1% | 35,734 | -0.7% | 1.15% | +1.8% |
| Q1 2022 | $2,791,000 | -4.6% | 35,981 | -0.5% | 1.13% | -4.5% |
| Q4 2021 | $2,926,000 | +9.9% | 36,167 | -0.2% | 1.18% | -0.2% |
| Q3 2021 | $2,663,000 | -0.1% | 36,236 | 0.0% | 1.18% | -1.5% |
| Q2 2021 | $2,667,000 | +5.7% | 36,236 | -0.6% | 1.20% | -4.2% |
| Q1 2021 | $2,523,000 | +2.0% | 36,463 | +0.0% | 1.26% | -5.5% |
| Q4 2020 | $2,474,000 | -50.5% | 36,447 | -53.5% | 1.33% | -57.3% |
| Q3 2020 | $4,997,000 | +6.8% | 78,404 | +1.6% | 3.11% | -1.5% |
| Q2 2020 | $4,677,000 | +12.4% | 77,144 | +0.1% | 3.15% | +12.2% |
| Q1 2020 | $4,160,000 | – | 77,030 | – | 2.81% | – |
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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% |