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 | $1,918,626 | -2.6% | 26,508 | 0.0% | 0.92% | +1.8% |
Q2 2023 | $1,970,316 | +2.1% | 26,508 | -0.1% | 0.91% | -0.9% |
Q1 2023 | $1,930,000 | -3.5% | 26,533 | -4.3% | 0.91% | -7.8% |
Q4 2022 | $1,999,893 | +9.1% | 27,738 | +0.0% | 0.99% | +10.1% |
Q3 2022 | $1,833,000 | -7.2% | 27,736 | -1.5% | 0.90% | -5.1% |
Q2 2022 | $1,976,000 | -9.5% | 28,151 | +0.0% | 0.95% | +7.7% |
Q1 2022 | $2,183,000 | -8.4% | 28,148 | -4.5% | 0.88% | +15.2% |
Q4 2021 | $2,384,000 | +8.2% | 29,473 | -1.7% | 0.76% | +1.3% |
Q3 2021 | $2,204,000 | -3.0% | 29,990 | -2.9% | 0.75% | +1.5% |
Q2 2021 | $2,273,000 | +7.8% | 30,874 | +1.3% | 0.74% | -6.5% |
Q1 2021 | $2,108,000 | +11.8% | 30,473 | +9.7% | 0.80% | -18.3% |
Q4 2020 | $1,886,000 | +6.6% | 27,777 | +0.0% | 0.97% | -2.0% |
Q3 2020 | $1,770,000 | +7.5% | 27,769 | +2.2% | 0.99% | -4.2% |
Q2 2020 | $1,647,000 | +19.6% | 27,164 | +6.5% | 1.04% | +0.8% |
Q1 2020 | $1,377,000 | +83.4% | 25,498 | +122.7% | 1.03% | +69.5% |
Q4 2019 | $751,000 | -0.3% | 11,448 | -2.6% | 0.61% | +6.5% |
Q3 2019 | $753,000 | +3.9% | 11,748 | 0.0% | 0.57% | +1.6% |
Q2 2019 | $725,000 | +4.5% | 11,748 | -0.5% | 0.56% | 0.0% |
Q1 2019 | $694,000 | +156.1% | 11,805 | +128.6% | 0.56% | +82.7% |
Q4 2018 | $271,000 | – | 5,163 | – | 0.31% | – |
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% |