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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,489,000 | -51.2% | 64,540 | -40.8% | 3.37% | -48.2% |
| Q4 2019 | $7,148,000 | +40.9% | 108,965 | +37.7% | 6.51% | +34.3% |
| Q3 2019 | $5,072,000 | +29.7% | 79,123 | +24.9% | 4.84% | +26.5% |
| Q2 2019 | $3,911,000 | +86.8% | 63,354 | +77.9% | 3.83% | +77.4% |
| Q1 2019 | $2,094,000 | +839.0% | 35,605 | +810.4% | 2.16% | +714.3% |
| Q3 2018 | $223,000 | +7.2% | 3,911 | 0.0% | 0.26% | +49.7% |
| Q2 2018 | $208,000 | +2.0% | 3,911 | -2.9% | 0.18% | +0.6% |
| Q1 2018 | $204,000 | -8.9% | 4,026 | -3.8% | 0.18% | -6.4% |
| Q4 2017 | $224,000 | -6.3% | 4,184 | -11.5% | 0.19% | -5.5% |
| Q3 2017 | $239,000 | -52.6% | 4,730 | -54.2% | 0.20% | -54.1% |
| Q2 2017 | $504,000 | -84.6% | 10,318 | -85.0% | 0.43% | -85.4% |
| Q1 2017 | $3,270,000 | -69.7% | 68,617 | -70.9% | 2.97% | -70.2% |
| Q4 2016 | $10,785,000 | – | 236,157 | – | 9.97% | – |
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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% |