ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,509,063 | -3.0% | 48,481 | -0.3% | 0.29% | -2.3% |
| Q2 2023 | $3,615,863 | -9.6% | 48,646 | -11.5% | 0.30% | -20.7% |
| Q1 2023 | $3,999,303 | -2.6% | 54,981 | -3.4% | 0.38% | -10.5% |
| Q4 2022 | $4,105,461 | -2.6% | 56,941 | -10.7% | 0.42% | -13.9% |
| Q3 2022 | $4,213,000 | -7.3% | 63,731 | -1.6% | 0.49% | -4.3% |
| Q2 2022 | $4,547,000 | -12.6% | 64,767 | -3.4% | 0.51% | +2.0% |
| Q1 2022 | $5,201,000 | -0.8% | 67,056 | +3.5% | 0.50% | +1.0% |
| Q4 2021 | $5,243,000 | +26.0% | 64,814 | +14.7% | 0.50% | +11.0% |
| Q3 2021 | $4,161,000 | 0.0% | 56,529 | 0.0% | 0.45% | +0.2% |
| Q2 2021 | $4,161,000 | -32.9% | 56,529 | -37.0% | 0.45% | -36.6% |
| Q1 2021 | $6,203,000 | +2.1% | 89,658 | +0.2% | 0.70% | -6.5% |
| Q4 2020 | $6,073,000 | +6.7% | 89,462 | +0.1% | 0.75% | -2.1% |
| Q3 2020 | $5,694,000 | -7.5% | 89,355 | -12.0% | 0.77% | -14.9% |
| Q2 2020 | $6,155,000 | +20.4% | 101,532 | +7.3% | 0.90% | -11.5% |
| Q1 2020 | $5,111,000 | -21.8% | 94,635 | -5.0% | 1.02% | -10.7% |
| Q4 2019 | $6,533,000 | -4.5% | 99,584 | -6.7% | 1.14% | -14.6% |
| Q3 2019 | $6,839,000 | +43.0% | 106,704 | +37.7% | 1.34% | +35.1% |
| Q2 2019 | $4,782,000 | +13.9% | 77,466 | +8.5% | 0.99% | +15.1% |
| Q1 2019 | $4,198,000 | +26.9% | 71,395 | +13.1% | 0.86% | +7.2% |
| Q4 2018 | $3,308,000 | -14.2% | 63,134 | -6.6% | 0.80% | +12.4% |
| Q3 2018 | $3,854,000 | +10.0% | 67,573 | +2.5% | 0.72% | +1.9% |
| Q2 2018 | $3,505,000 | +11.3% | 65,933 | +6.9% | 0.70% | -25.1% |
| Q1 2018 | $3,150,000 | -10.6% | 61,695 | -6.6% | 0.94% | -7.4% |
| Q4 2017 | $3,522,000 | -2.1% | 66,039 | -7.0% | 1.01% | -13.4% |
| Q3 2017 | $3,599,000 | +1.8% | 70,983 | -1.9% | 1.17% | -4.8% |
| Q2 2017 | $3,534,000 | +0.8% | 72,383 | -1.5% | 1.23% | -8.4% |
| Q1 2017 | $3,505,000 | -0.1% | 73,470 | -4.3% | 1.34% | -11.5% |
| Q4 2016 | $3,507,000 | – | 76,785 | – | 1.51% | – |
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% |