ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $277,357 | +23.3% | 3,847 | +13.0% | 0.16% | -3.0% |
| Q3 2022 | $225,000 | -5.1% | 3,404 | +1.0% | 0.17% | +5.6% |
| Q2 2022 | $237,000 | -11.9% | 3,371 | -2.7% | 0.16% | -2.4% |
| Q1 2022 | $269,000 | -3.6% | 3,463 | +0.3% | 0.16% | -1.2% |
| Q4 2021 | $279,000 | +10.3% | 3,453 | +0.3% | 0.17% | +3.1% |
| Q3 2021 | $253,000 | 0.0% | 3,444 | +0.3% | 0.16% | -0.6% |
| Q2 2021 | $253,000 | +6.8% | 3,434 | +0.2% | 0.16% | -1.8% |
| Q1 2021 | $237,000 | -3.7% | 3,426 | -5.4% | 0.16% | -8.3% |
| Q4 2020 | $246,000 | +7.0% | 3,621 | +0.4% | 0.18% | -4.8% |
| Q3 2020 | $230,000 | +3.1% | 3,608 | -1.8% | 0.19% | -8.3% |
| Q2 2020 | $223,000 | -4.7% | 3,673 | +3.1% | 0.21% | -6.4% |
| Q4 2019 | $234,000 | +78.6% | 3,563 | +59.2% | 0.22% | +88.0% |
| Q1 2019 | $131,000 | +12.0% | 2,238 | +0.3% | 0.12% | -2.5% |
| Q4 2018 | $117,000 | -7.1% | 2,232 | +0.7% | 0.12% | +5.3% |
| Q3 2018 | $126,000 | +7.7% | 2,217 | +0.4% | 0.11% | 0.0% |
| Q2 2018 | $117,000 | +1.7% | 2,209 | 0.0% | 0.11% | -0.9% |
| Q1 2018 | $115,000 | -0.9% | 2,209 | +0.3% | 0.12% | +4.5% |
| Q4 2017 | $116,000 | – | 2,202 | – | 0.11% | – |
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% |