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 | $4,310,446 | -5.3% | 59,553 | -2.7% | 0.88% | -0.6% |
Q2 2023 | $4,551,523 | +1.1% | 61,234 | -1.1% | 0.89% | -2.5% |
Q1 2023 | $4,501,442 | +100021.0% | 61,884 | -0.8% | 0.91% | -2.7% |
Q4 2022 | $4,496 | -99.9% | 62,354 | +2.3% | 0.94% | +4.3% |
Q3 2022 | $4,029,000 | -6.0% | 60,953 | -0.1% | 0.90% | +1.6% |
Q2 2022 | $4,285,000 | -1.2% | 61,026 | +9.2% | 0.88% | +12.7% |
Q1 2022 | $4,335,000 | -3.7% | 55,881 | +0.5% | 0.78% | -0.6% |
Q4 2021 | $4,500,000 | +15.7% | 55,620 | +5.1% | 0.79% | +5.5% |
Q3 2021 | $3,889,000 | +6.4% | 52,913 | +6.5% | 0.75% | +8.6% |
Q2 2021 | $3,656,000 | -1.6% | 49,667 | -7.5% | 0.69% | -6.9% |
Q1 2021 | $3,716,000 | -2.9% | 53,710 | -4.7% | 0.74% | -6.9% |
Q4 2020 | $3,826,000 | +1.1% | 56,358 | -5.1% | 0.80% | -4.8% |
Q3 2020 | $3,786,000 | +9.9% | 59,402 | +4.5% | 0.84% | -2.1% |
Q2 2020 | $3,446,000 | +22.1% | 56,831 | +8.8% | 0.85% | +11.3% |
Q1 2020 | $2,822,000 | -9.4% | 52,245 | +10.1% | 0.77% | +21.7% |
Q4 2019 | $3,114,000 | +10.0% | 47,468 | +7.5% | 0.63% | +2.4% |
Q3 2019 | $2,831,000 | +9.3% | 44,162 | +5.2% | 0.62% | +3.0% |
Q2 2019 | $2,590,000 | +9.2% | 41,961 | +4.0% | 0.60% | +4.0% |
Q1 2019 | $2,372,000 | +24.6% | 40,345 | +11.1% | 0.57% | +9.5% |
Q4 2018 | $1,903,000 | -17.5% | 36,321 | -10.2% | 0.52% | -7.7% |
Q3 2018 | $2,306,000 | -6.4% | 40,434 | -12.7% | 0.57% | -12.6% |
Q2 2018 | $2,463,000 | – | 46,333 | – | 0.65% | – |
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% |