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 | $2,603,136 | -23.1% | 35,965 | -21.0% | 0.24% | -20.1% |
| Q2 2023 | $3,385,944 | +4.8% | 45,553 | +2.5% | 0.30% | -1.0% |
| Q1 2023 | $3,231,743 | +45.3% | 44,429 | +44.0% | 0.30% | +35.6% |
| Q4 2022 | $2,224,901 | +18.2% | 30,859 | +8.3% | 0.22% | +12.1% |
| Q3 2022 | $1,883,000 | +88.9% | 28,490 | +100.7% | 0.20% | +94.1% |
| Q2 2022 | $997,000 | -3.0% | 14,197 | +7.1% | 0.10% | +14.6% |
| Q1 2022 | $1,028,000 | -24.8% | 13,257 | -21.5% | 0.09% | -29.9% |
| Q4 2021 | $1,367,000 | +119.8% | 16,893 | +87.9% | 0.13% | +71.6% |
| Q1 2021 | $622,000 | -52.9% | 8,991 | -53.8% | 0.07% | -56.7% |
| Q4 2020 | $1,320,000 | +11.1% | 19,452 | +4.3% | 0.17% | -5.5% |
| Q3 2020 | $1,188,000 | +3.4% | 18,649 | -1.6% | 0.18% | -1.1% |
| Q2 2020 | $1,149,000 | -30.4% | 18,948 | -38.0% | 0.18% | -54.7% |
| Q1 2020 | $1,650,000 | -35.0% | 30,542 | -21.1% | 0.40% | -6.5% |
| Q4 2019 | $2,540,000 | -38.5% | 38,716 | -40.0% | 0.43% | -26.0% |
| Q3 2019 | $4,133,000 | +33.7% | 64,483 | +28.8% | 0.58% | +9.8% |
| Q2 2019 | $3,091,000 | -18.4% | 50,074 | -22.3% | 0.53% | -22.2% |
| Q1 2019 | $3,787,000 | +517.8% | 64,412 | +451.0% | 0.68% | +479.7% |
| Q4 2018 | $613,000 | – | 11,690 | – | 0.12% | – |
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% |