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 | $309,053 | +16.2% | 4,226 | +18.0% | 0.22% | +15.5% |
| Q2 2023 | $265,958 | +1.2% | 3,580 | +0.3% | 0.19% | +3.2% |
| Q1 2023 | $262,771 | +10.4% | 3,568 | +9.6% | 0.19% | +19.1% |
| Q4 2022 | $238,011 | +17.8% | 3,254 | +15.3% | 0.16% | +18.9% |
| Q2 2022 | $202,000 | -7.8% | 2,821 | +0.4% | 0.13% | -6.4% |
| Q1 2022 | $219,000 | +0.5% | 2,811 | +0.3% | 0.14% | +7.6% |
| Q4 2021 | $218,000 | +4.8% | 2,802 | +0.3% | 0.13% | +4.8% |
| Q3 2021 | $208,000 | -0.5% | 2,793 | +0.4% | 0.12% | -1.6% |
| Q2 2021 | $209,000 | – | 2,783 | – | 0.13% | – |
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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% |