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 | $3,194,767 | -7.9% | 44,139 | -5.4% | 0.38% | -3.4% |
Q2 2023 | $3,468,044 | -2.7% | 46,657 | -4.8% | 0.39% | -6.7% |
Q1 2023 | $3,563,858 | -4.7% | 48,994 | -5.6% | 0.42% | -10.5% |
Q4 2022 | $3,740,877 | +6.2% | 51,884 | -2.7% | 0.46% | -2.7% |
Q3 2022 | $3,523,000 | -24.6% | 53,310 | -19.9% | 0.48% | -20.1% |
Q2 2022 | $4,672,000 | -8.8% | 66,551 | +0.7% | 0.60% | +2.0% |
Q1 2022 | $5,124,000 | +5.4% | 66,067 | +10.1% | 0.59% | +10.4% |
Q4 2021 | $4,863,000 | +10.5% | 60,024 | +0.2% | 0.53% | +3.9% |
Q3 2021 | $4,401,000 | +2.7% | 59,884 | +2.8% | 0.51% | +2.2% |
Q2 2021 | $4,286,000 | +10.5% | 58,226 | +3.8% | 0.50% | -12.4% |
Q1 2021 | $3,879,000 | +4.6% | 56,070 | +2.6% | 0.57% | +1.1% |
Q4 2020 | $3,708,000 | +5.6% | 54,628 | -0.8% | 0.56% | -3.7% |
Q3 2020 | $3,510,000 | +5.4% | 55,082 | +1.0% | 0.59% | -0.8% |
Q2 2020 | $3,331,000 | +16.7% | 54,543 | +3.2% | 0.59% | +0.5% |
Q1 2020 | $2,854,000 | -16.7% | 52,855 | +1.2% | 0.59% | -5.5% |
Q4 2019 | $3,426,000 | +2.9% | 52,226 | +0.5% | 0.62% | -1.3% |
Q3 2019 | $3,331,000 | +6.0% | 51,975 | +2.2% | 0.63% | +0.5% |
Q2 2019 | $3,141,000 | +6.3% | 50,839 | +1.1% | 0.63% | +1.9% |
Q1 2019 | $2,956,000 | +14.9% | 50,287 | +4.6% | 0.62% | +6.6% |
Q4 2018 | $2,573,000 | – | 48,059 | – | 0.58% | – |
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% |