ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $732,775 | -5.5% | 10,124 | -2.9% | 0.36% | -6.8% |
| Q2 2023 | $775,113 | +2.1% | 10,428 | -0.0% | 0.38% | -1.5% |
| Q1 2023 | $758,824 | +0.5% | 10,432 | -0.4% | 0.39% | -12.4% |
| Q4 2022 | $754,959 | +8.5% | 10,471 | -0.6% | 0.44% | +5.2% |
| Q3 2022 | $696,000 | -11.3% | 10,532 | -5.8% | 0.42% | -15.5% |
| Q2 2022 | $785,000 | -5.2% | 11,186 | +4.8% | 0.50% | -1.0% |
| Q1 2022 | $828,000 | -7.2% | 10,671 | -3.2% | 0.50% | -14.2% |
| Q4 2021 | $892,000 | +8.5% | 11,026 | -1.4% | 0.59% | -5.9% |
| Q3 2021 | $822,000 | -2.3% | 11,184 | -2.2% | 0.62% | -11.9% |
| Q2 2021 | $841,000 | -0.2% | 11,431 | -6.2% | 0.71% | -24.2% |
| Q1 2021 | $843,000 | -6.9% | 12,183 | -8.7% | 0.93% | -11.2% |
| Q4 2020 | $905,000 | -88.9% | 13,339 | -89.6% | 1.05% | -88.9% |
| Q3 2020 | $8,157,000 | -2.3% | 127,990 | -7.1% | 9.46% | +2.8% |
| Q2 2020 | $8,352,000 | +12.0% | 137,760 | -0.2% | 9.20% | +1.0% |
| Q1 2020 | $7,455,000 | -35.7% | 138,039 | -21.9% | 9.10% | -12.0% |
| Q4 2019 | $11,596,000 | – | 176,764 | – | 10.34% | – |
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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% |