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 | $17,288,433 | -7.5% | 238,856 | -5.0% | 3.83% | -3.6% |
| Q2 2023 | $18,688,308 | +0.7% | 251,423 | -1.5% | 3.97% | -1.0% |
| Q1 2023 | $18,563,766 | +0.3% | 255,226 | -0.5% | 4.02% | +1.0% |
| Q4 2022 | $18,502,545 | +8.7% | 256,623 | -0.4% | 3.98% | -4.5% |
| Q3 2022 | $17,025,000 | -5.0% | 257,566 | +0.9% | 4.16% | +5.6% |
| Q2 2022 | $17,918,000 | -12.7% | 255,204 | -3.5% | 3.94% | -3.9% |
| Q1 2022 | $20,520,000 | -6.0% | 264,536 | -1.9% | 4.10% | -7.2% |
| Q4 2021 | $21,825,000 | +8.8% | 269,775 | -1.2% | 4.42% | -1.1% |
| Q3 2021 | $20,063,000 | -0.4% | 272,961 | -0.3% | 4.47% | +0.7% |
| Q2 2021 | $20,148,000 | +7.3% | 273,715 | +0.9% | 4.44% | +3.0% |
| Q1 2021 | $18,772,000 | -6.7% | 271,310 | -8.5% | 4.31% | -13.5% |
| Q4 2020 | $20,125,000 | +7.7% | 296,504 | +1.1% | 4.98% | -5.4% |
| Q3 2020 | $18,690,000 | +5.7% | 293,264 | +0.6% | 5.27% | +8.4% |
| Q2 2020 | $17,675,000 | +10.6% | 291,520 | -1.5% | 4.86% | +0.4% |
| Q1 2020 | $15,985,000 | -19.3% | 295,972 | -2.0% | 4.84% | +5.6% |
| Q4 2019 | $19,803,000 | -47.0% | 301,872 | -48.2% | 4.58% | +1.5% |
| Q3 2019 | $37,344,000 | +84.9% | 582,574 | +78.1% | 4.52% | -4.2% |
| Q2 2019 | $20,196,000 | +8.2% | 327,167 | +3.1% | 4.72% | +2.9% |
| Q1 2019 | $18,657,000 | +70.2% | 317,299 | +51.7% | 4.59% | +49.1% |
| Q4 2018 | $10,962,000 | +157.6% | 209,190 | +180.3% | 3.08% | +155.9% |
| Q3 2018 | $4,256,000 | +7.7% | 74,622 | +0.4% | 1.20% | +1.5% |
| Q2 2018 | $3,952,000 | -0.6% | 74,357 | -2.8% | 1.18% | -4.1% |
| Q1 2018 | $3,974,000 | -10.6% | 76,522 | -9.1% | 1.23% | -14.9% |
| Q4 2017 | $4,445,000 | +4.6% | 84,203 | -0.3% | 1.45% | +11.2% |
| Q3 2017 | $4,251,000 | +1.7% | 84,455 | -1.1% | 1.30% | -10.6% |
| Q2 2017 | $4,180,000 | +1.3% | 85,428 | -1.2% | 1.46% | -0.3% |
| Q1 2017 | $4,126,000 | -37.1% | 86,462 | -40.4% | 1.46% | -40.9% |
| Q4 2016 | $6,561,000 | +460.8% | 145,087 | -77.6% | 2.48% | +488.4% |
| Q3 2016 | $1,170,000 | -96.5% | 648,853 | -9.9% | 0.42% | -96.5% |
| Q2 2016 | $33,295,000 | +2.0% | 720,523 | -3.0% | 12.10% | +2.2% |
| Q1 2016 | $32,640,000 | +2498.7% | 743,000 | +2373.2% | 11.84% | +2565.5% |
| Q4 2015 | $1,256,000 | – | 30,042 | – | 0.44% | – |
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% |