ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,835 | +18.7% | 523 | +22.2% | 0.03% | +22.7% |
| Q2 2023 | $31,867 | +81.5% | 428 | +77.6% | 0.02% | +69.2% |
| Q1 2023 | $17,559 | -4.1% | 241 | -5.1% | 0.01% | -13.3% |
| Q4 2022 | $18,313 | +161.6% | 254 | +135.2% | 0.02% | +150.0% |
| Q3 2022 | $7,000 | -12.5% | 108 | 0.0% | 0.01% | -25.0% |
| Q2 2022 | $8,000 | +14.3% | 108 | +13.7% | 0.01% | +33.3% |
| Q1 2022 | $7,000 | -12.5% | 95 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $8,000 | +14.3% | 95 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 95 | 0.0% | 0.01% | +20.0% |
| Q2 2021 | $7,000 | 0.0% | 95 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $7,000 | +16.7% | 95 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 95 | +33.8% | 0.01% | +20.0% |
| Q3 2020 | $5,000 | +25.0% | 71 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 71 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $4,000 | -33.3% | 71 | -25.3% | 0.01% | 0.0% |
| Q4 2019 | $6,000 | – | 95 | – | 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% |