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 | $374,053,856 | +60.1% | 5,166,553 | +64.4% | 0.55% | +32.0% |
| Q2 2023 | $233,637,619 | -0.8% | 3,143,210 | -2.9% | 0.42% | -5.4% |
| Q1 2023 | $235,608,764 | +19.3% | 3,236,832 | +18.2% | 0.44% | +10.8% |
| Q4 2022 | $197,492,896 | -35.2% | 2,738,012 | -40.6% | 0.40% | -42.6% |
| Q3 2022 | $304,807,000 | +70.0% | 4,610,616 | +80.7% | 0.70% | +76.5% |
| Q2 2022 | $179,300,000 | -16.5% | 2,551,912 | -10.4% | 0.40% | -5.3% |
| Q1 2022 | $214,644,000 | -15.6% | 2,848,337 | -9.4% | 0.42% | -13.3% |
| Q4 2021 | $254,364,000 | +28.6% | 3,143,526 | +17.0% | 0.48% | +16.7% |
| Q3 2021 | $197,746,000 | -16.0% | 2,686,817 | -16.0% | 0.41% | -19.2% |
| Q2 2021 | $235,499,000 | -12.7% | 3,198,237 | -17.9% | 0.51% | -21.4% |
| Q1 2021 | $269,789,000 | -24.8% | 3,896,625 | -26.3% | 0.65% | -32.3% |
| Q4 2020 | $358,794,000 | -13.1% | 5,284,964 | -18.7% | 0.96% | -22.4% |
| Q3 2020 | $412,709,000 | +12.3% | 6,501,543 | +7.4% | 1.24% | +0.2% |
| Q2 2020 | $367,426,000 | +11.1% | 6,054,707 | -41.9% | 1.23% | -8.9% |
| Q1 2020 | $330,666,000 | – | 10,422,213 | – | 1.35% | – |
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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% |