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 | $4,263,250 | +93.4% | 58,901 | +96.6% | 0.17% | +101.2% |
| Q2 2023 | $2,204,171 | +7.9% | 29,960 | +6.7% | 0.08% | -24.8% |
| Q1 2023 | $2,042,466 | +56.7% | 28,079 | +53.2% | 0.11% | +73.8% |
| Q4 2022 | $1,303,228 | -74.7% | 18,334 | -74.1% | 0.06% | -75.9% |
| Q3 2022 | $5,157,000 | +466.1% | 70,881 | +584.1% | 0.27% | +474.5% |
| Q2 2022 | $911,000 | +16.1% | 10,361 | +19.0% | 0.05% | +23.7% |
| Q1 2022 | $785,000 | -11.4% | 8,705 | -23.9% | 0.04% | -7.3% |
| Q4 2021 | $886,000 | +275.4% | 11,445 | +234.9% | 0.04% | +173.3% |
| Q1 2021 | $236,000 | -61.2% | 3,417 | -61.9% | 0.02% | -65.9% |
| Q4 2020 | $608,000 | +49.0% | 8,960 | +39.3% | 0.04% | +18.9% |
| Q3 2020 | $408,000 | +72.2% | 6,434 | +64.3% | 0.04% | +48.0% |
| Q2 2020 | $237,000 | – | 3,916 | – | 0.02% | – |
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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% |