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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $203,255 | -10.9% | 2,794 | -11.7% | 0.03% | -16.7% |
| Q4 2022 | $228,000 | +9.6% | 3,165 | +0.4% | 0.04% | +5.9% |
| Q3 2022 | $208,000 | -5.9% | 3,153 | 0.0% | 0.03% | +17.2% |
| Q2 2022 | $221,000 | -9.8% | 3,153 | 0.0% | 0.03% | -19.4% |
| Q1 2022 | $245,000 | -56.0% | 3,153 | -54.2% | 0.04% | -54.4% |
| Q4 2021 | $557,000 | +30.8% | 6,881 | +18.7% | 0.08% | +21.5% |
| Q3 2021 | $426,000 | +3.6% | 5,799 | +3.9% | 0.06% | -1.5% |
| Q2 2021 | $411,000 | – | 5,582 | – | 0.07% | – |
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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% |