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 | $3,306,727 | -18.0% | 45,686 | -15.8% | 0.52% | -13.4% |
| Q2 2023 | $4,034,384 | +15.4% | 54,277 | +12.9% | 0.60% | +6.3% |
| Q1 2023 | $3,497,072 | +47.4% | 48,076 | +46.1% | 0.57% | +34.7% |
| Q4 2022 | $2,372,667 | +19.5% | 32,908 | +9.5% | 0.42% | +7.4% |
| Q3 2022 | $1,986,000 | +29.4% | 30,047 | +37.4% | 0.39% | +32.9% |
| Q2 2022 | $1,535,000 | +6.2% | 21,874 | +17.4% | 0.30% | 0.0% |
| Q1 2022 | $1,445,000 | +0.1% | 18,631 | +4.4% | 0.30% | +1.7% |
| Q4 2021 | $1,443,000 | +397.6% | 17,841 | +325.3% | 0.29% | +258.0% |
| Q1 2021 | $290,000 | -4.9% | 4,195 | -6.5% | 0.08% | -10.0% |
| Q4 2020 | $305,000 | – | 4,488 | – | 0.09% | – |
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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% |