ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $166,107 | +19.3% | 2,295 | +22.5% | 0.06% | +21.7% |
Q2 2023 | $139,290 | +183.3% | 1,874 | +177.2% | 0.05% | +155.6% |
Q1 2023 | $49,167 | +10.0% | 676 | 0.0% | 0.02% | -14.3% |
Q4 2022 | $44,679 | -0.7% | 676 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $45,000 | -6.2% | 676 | 0.0% | 0.02% | -19.2% |
Q2 2022 | $48,000 | -7.7% | 676 | +0.7% | 0.03% | 0.0% |
Q1 2022 | $52,000 | -3.7% | 671 | 0.0% | 0.03% | -3.7% |
Q4 2021 | $54,000 | +10.2% | 671 | 0.0% | 0.03% | -3.6% |
Q3 2021 | $49,000 | -3.9% | 671 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $51,000 | +10.9% | 671 | 0.0% | 0.03% | -6.7% |
Q1 2021 | $46,000 | +7.0% | 671 | +5.8% | 0.03% | -6.2% |
Q4 2020 | $43,000 | +330.0% | 634 | +256.2% | 0.03% | +220.0% |
Q1 2020 | $10,000 | – | 178 | – | 0.01% | – |
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% |