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 | $7,421,548 | -17.1% | 102,536 | -14.9% | 1.07% | -16.9% |
| Q2 2023 | $8,953,301 | +12.0% | 120,453 | +9.6% | 1.29% | +1.3% |
| Q1 2023 | $7,993,058 | +45.3% | 109,885 | +44.0% | 1.28% | +32.4% |
| Q4 2022 | $5,501,463 | +21.5% | 76,303 | +11.4% | 0.96% | +1.5% |
| Q3 2022 | $4,527,000 | +44.0% | 68,485 | +52.9% | 0.95% | +36.5% |
| Q2 2022 | $3,144,000 | +9.5% | 44,777 | +21.0% | 0.70% | +21.5% |
| Q1 2022 | $2,871,000 | -14.7% | 37,012 | -11.0% | 0.57% | -14.5% |
| Q4 2021 | $3,364,000 | +237.4% | 41,584 | +206.7% | 0.67% | +217.5% |
| Q3 2021 | $997,000 | +36.4% | 13,559 | +36.6% | 0.21% | +24.9% |
| Q2 2021 | $731,000 | -41.5% | 9,924 | -45.0% | 0.17% | -48.6% |
| Q1 2021 | $1,249,000 | -46.3% | 18,057 | -47.3% | 0.33% | -51.1% |
| Q4 2020 | $2,325,000 | +46.9% | 34,252 | +37.9% | 0.67% | +13.7% |
| Q3 2020 | $1,583,000 | +44.3% | 24,833 | +37.3% | 0.59% | +24.1% |
| Q2 2020 | $1,097,000 | +296.0% | 18,092 | +252.3% | 0.48% | +185.6% |
| Q1 2020 | $277,000 | -17.8% | 5,135 | 0.0% | 0.17% | -5.1% |
| Q4 2019 | $337,000 | – | 5,135 | – | 0.18% | – |
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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% |