ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $215,000 | -8.5% | 2,652 | -17.0% | 0.04% | -17.4% |
| Q3 2021 | $235,000 | -10.3% | 3,195 | -10.2% | 0.05% | -11.5% |
| Q2 2021 | $262,000 | -33.3% | 3,557 | -37.4% | 0.05% | -38.8% |
| Q1 2021 | $393,000 | -18.5% | 5,681 | -20.0% | 0.08% | -25.4% |
| Q4 2020 | $482,000 | -11.7% | 7,097 | -17.1% | 0.11% | -20.3% |
| Q3 2020 | $546,000 | +2.8% | 8,566 | -2.2% | 0.14% | -7.1% |
| Q2 2020 | $531,000 | -25.2% | 8,761 | -33.4% | 0.15% | -36.4% |
| Q1 2020 | $710,000 | -88.0% | 13,151 | -85.4% | 0.24% | -85.2% |
| Q4 2019 | $5,899,000 | – | 89,921 | – | 1.63% | – |
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% |