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 | $472,791 | -12.9% | 6,532 | -10.5% | 0.14% | -15.3% |
| Q2 2023 | $542,745 | +2.2% | 7,302 | +0.0% | 0.16% | -7.4% |
| Q1 2023 | $531,082 | +14.5% | 7,301 | +13.5% | 0.18% | +6.0% |
| Q4 2022 | $463,849 | +12.3% | 6,433 | +2.9% | 0.17% | +3.8% |
| Q3 2022 | $413,000 | -1.0% | 6,249 | +5.1% | 0.16% | +2.6% |
| Q2 2022 | $417,000 | -8.6% | 5,944 | +1.1% | 0.16% | +4.7% |
| Q1 2022 | $456,000 | -5.2% | 5,880 | -1.2% | 0.15% | -5.1% |
| Q4 2021 | $481,000 | +48.9% | 5,950 | +35.2% | 0.16% | +65.3% |
| Q3 2021 | $323,000 | -15.0% | 4,400 | -14.7% | 0.10% | -15.9% |
| Q2 2021 | $380,000 | -13.0% | 5,159 | -18.3% | 0.11% | -24.2% |
| Q1 2021 | $437,000 | -26.7% | 6,312 | -28.1% | 0.15% | -30.4% |
| Q4 2020 | $596,000 | +22.4% | 8,781 | +15.0% | 0.21% | +7.0% |
| Q3 2020 | $487,000 | +32.3% | 7,634 | +25.9% | 0.20% | -0.5% |
| Q2 2020 | $368,000 | +28.7% | 6,065 | +14.4% | 0.20% | +1.5% |
| Q1 2020 | $286,000 | -17.8% | 5,301 | 0.0% | 0.20% | +15.1% |
| Q4 2019 | $348,000 | +2.4% | 5,301 | +0.0% | 0.17% | -14.4% |
| Q3 2019 | $340,000 | +4.0% | 5,300 | 0.0% | 0.20% | -0.5% |
| Q2 2019 | $327,000 | +42.8% | 5,300 | +36.1% | 0.20% | +32.9% |
| Q1 2019 | $229,000 | +12.3% | 3,895 | +0.1% | 0.15% | -3.8% |
| Q4 2018 | $204,000 | -8.1% | 3,892 | +0.2% | 0.16% | +1.3% |
| Q3 2018 | $222,000 | +7.8% | 3,885 | +0.1% | 0.16% | -14.8% |
| Q2 2018 | $206,000 | +2.5% | 3,882 | +0.1% | 0.18% | +7.6% |
| Q1 2018 | $201,000 | -17.3% | 3,879 | -14.5% | 0.17% | -25.4% |
| Q4 2017 | $243,000 | – | 4,535 | – | 0.23% | – |
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% |