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 | $3,341,594 | +96.2% | 46,906 | +100.3% | 1.60% | +82.7% |
Q1 2023 | $1,703,553 | +100463.9% | 23,420 | -0.3% | 0.88% | -22.1% |
Q4 2022 | $1,694 | -99.9% | 23,493 | -1.1% | 1.13% | -15.2% |
Q3 2022 | $1,570,000 | -10.3% | 23,753 | -4.7% | 1.33% | -16.5% |
Q2 2022 | $1,750,000 | -19.4% | 24,936 | -10.9% | 1.59% | +86.8% |
Q1 2022 | $2,170,000 | -4.4% | 27,980 | -0.3% | 0.85% | +28.0% |
Q4 2021 | $2,270,000 | +4.6% | 28,055 | -5.0% | 0.66% | -12.2% |
Q3 2021 | $2,171,000 | +0.6% | 29,541 | +0.8% | 0.76% | -20.6% |
Q2 2021 | $2,157,000 | -0.3% | 29,303 | -8.1% | 0.95% | -31.7% |
Q4 2020 | $2,163,000 | -82.3% | 31,870 | -68.8% | 1.40% | -71.0% |
Q3 2020 | $12,222,000 | +563.5% | 101,994 | +235.7% | 4.81% | +103.3% |
Q2 2020 | $1,842,000 | +13.1% | 30,385 | +0.7% | 2.37% | -25.0% |
Q1 2020 | $1,629,000 | -11.6% | 30,162 | +7.3% | 3.16% | +79.4% |
Q4 2019 | $1,843,000 | – | 28,101 | – | 1.76% | – |
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% |