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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,428,056 | -18.7% | 130,258 | -16.5% | 1.81% | -16.2% |
| Q2 2023 | $11,598,333 | +3.0% | 156,038 | +0.8% | 2.16% | -7.3% |
| Q1 2023 | $11,257,755 | -7.2% | 154,767 | -8.0% | 2.33% | -36.1% |
| Q4 2022 | $12,129,744 | +2.8% | 168,235 | -5.8% | 3.64% | +22.3% |
| Q3 2022 | $11,803,000 | +13.6% | 178,564 | +20.7% | 2.98% | +11.7% |
| Q2 2022 | $10,389,000 | +13.9% | 147,966 | +25.8% | 2.67% | +29.4% |
| Q1 2022 | $9,121,000 | +1.9% | 117,581 | +6.3% | 2.06% | +4.4% |
| Q4 2021 | $8,950,000 | +7.2% | 110,626 | -2.6% | 1.97% | -4.5% |
| Q3 2021 | $8,350,000 | +6.1% | 113,604 | +6.3% | 2.07% | +3.5% |
| Q2 2021 | $7,868,000 | +5.9% | 106,885 | -0.5% | 2.00% | -8.7% |
| Q1 2021 | $7,430,000 | +7.2% | 107,399 | +5.2% | 2.19% | -9.9% |
| Q4 2020 | $6,929,000 | +12.2% | 102,076 | +5.3% | 2.43% | -2.4% |
| Q3 2020 | $6,175,000 | – | 96,901 | – | 2.49% | – |
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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% |