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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,700 | +12.1% | 197,762 | +9.7% | 22.22% | +52.2% |
| Q1 2023 | $13,116 | +3.0% | 180,310 | +2.1% | 14.60% | +115.7% |
| Q4 2022 | $12,737 | -99.9% | 176,653 | +1.8% | 6.77% | -1.7% |
| Q3 2022 | $11,468,000 | -10.3% | 173,498 | -4.7% | 6.88% | -7.6% |
| Q2 2022 | $12,786,000 | -22.0% | 182,111 | -13.9% | 7.45% | -11.0% |
| Q1 2022 | $16,400,000 | -4.5% | 211,419 | -0.4% | 8.36% | -5.1% |
| Q4 2021 | $17,174,000 | +11.4% | 212,288 | +1.2% | 8.82% | -78.0% |
| Q3 2021 | $15,421,000 | +0.1% | 209,808 | +0.3% | 40.01% | +299.9% |
| Q2 2021 | $15,405,000 | +7.1% | 209,283 | +0.6% | 10.01% | +18.1% |
| Q1 2021 | $14,388,000 | +16.0% | 207,946 | +13.8% | 8.48% | +9.6% |
| Q4 2020 | $12,399,000 | +230.6% | 182,662 | +210.4% | 7.74% | +177.8% |
| Q3 2020 | $3,750,000 | +13.7% | 58,842 | +8.1% | 2.78% | +9.1% |
| Q2 2020 | $3,299,000 | +31.1% | 54,418 | +16.8% | 2.55% | +9.3% |
| Q1 2020 | $2,516,000 | +6.0% | 46,576 | +28.8% | 2.33% | +10.6% |
| Q4 2019 | $2,373,000 | – | 36,175 | – | 2.11% | – |
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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% |