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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,931 | +0.7% | 4,462 | +3.4% | 0.11% | 0.0% |
| Q2 2023 | $320,808 | +7.0% | 4,316 | +4.7% | 0.11% | +2.7% |
| Q1 2023 | $299,834 | +2.6% | 4,122 | +1.7% | 0.11% | -1.8% |
| Q4 2022 | $292,149 | -99.9% | 4,052 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $267,837,000 | -11.8% | 4,052 | -6.3% | 0.11% | -8.1% |
| Q2 2022 | $303,658,000 | -9.9% | 4,325 | 0.0% | 0.12% | +3.4% |
| Q1 2022 | $337,017,000 | +1.9% | 4,325 | +5.8% | 0.12% | +6.2% |
| Q4 2021 | $330,719,000 | +5.0% | 4,088 | -4.6% | 0.11% | -5.1% |
| Q3 2021 | $314,827,000 | -2.7% | 4,283 | -2.5% | 0.12% | -7.8% |
| Q2 2021 | $323,442,000 | +4.7% | 4,394 | -1.5% | 0.13% | +0.8% |
| Q1 2021 | $308,795,000 | +1.9% | 4,463 | 0.0% | 0.13% | -11.8% |
| Q4 2020 | $302,948,000 | +6.5% | 4,463 | 0.0% | 0.14% | -2.7% |
| Q3 2020 | $284,427,000 | +4.6% | 4,463 | -0.5% | 0.15% | -3.3% |
| Q2 2020 | $272,047,000 | +112316.1% | 4,487 | 0.0% | 0.15% | -6.1% |
| Q1 2020 | $242,000 | -32.0% | 4,487 | -17.4% | 0.16% | -13.3% |
| Q4 2019 | $356,000 | +9.2% | 5,430 | +7.0% | 0.19% | -4.6% |
| Q3 2019 | $326,000 | +4.5% | 5,075 | +0.5% | 0.20% | -1.0% |
| Q2 2019 | $312,000 | +2.3% | 5,051 | -2.8% | 0.20% | -3.4% |
| Q1 2019 | $305,000 | +8.9% | 5,194 | -2.7% | 0.21% | -15.9% |
| Q4 2018 | $280,000 | – | 5,337 | – | 0.24% | – |
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% |