ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $663,024 | +2.2% | 8,920 | 0.0% | 0.16% | -4.8% |
| Q1 2023 | $648,841 | +0.9% | 8,920 | 0.0% | 0.17% | -13.1% |
| Q4 2022 | $643,132 | +9.0% | 8,920 | 0.0% | 0.19% | +3.2% |
| Q3 2022 | $590,000 | -5.8% | 8,920 | 0.0% | 0.18% | +8.8% |
| Q2 2022 | $626,000 | -9.4% | 8,920 | +0.1% | 0.17% | +8.3% |
| Q1 2022 | $691,000 | -4.2% | 8,908 | 0.0% | 0.16% | +3.3% |
| Q4 2021 | $721,000 | +10.1% | 8,908 | 0.0% | 0.15% | -0.7% |
| Q3 2021 | $655,000 | -0.2% | 8,908 | 0.0% | 0.15% | +17.7% |
| Q2 2021 | $656,000 | +6.3% | 8,908 | -0.1% | 0.13% | -3.0% |
| Q1 2021 | $617,000 | +1.8% | 8,921 | 0.0% | 0.13% | -8.2% |
| Q4 2020 | $606,000 | +6.5% | 8,921 | 0.0% | 0.15% | -12.6% |
| Q3 2020 | $569,000 | +5.4% | 8,921 | +0.1% | 0.17% | -5.1% |
| Q2 2020 | $540,000 | +12.3% | 8,908 | 0.0% | 0.18% | -30.7% |
| Q1 2020 | $481,000 | -21.1% | 8,908 | 0.0% | 0.25% | -50.0% |
| Q4 2019 | $610,000 | +6.8% | 8,908 | 0.0% | 0.51% | +44.7% |
| Q3 2019 | $571,000 | +3.8% | 8,908 | 0.0% | 0.35% | +23.6% |
| Q2 2019 | $550,000 | +5.0% | 8,908 | 0.0% | 0.28% | +9.2% |
| Q1 2019 | $524,000 | +12.2% | 8,908 | 0.0% | 0.26% | -0.4% |
| Q4 2018 | $467,000 | -8.1% | 8,908 | 0.0% | 0.26% | +2.4% |
| Q3 2018 | $508,000 | – | 8,908 | – | 0.26% | – |
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% |