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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,389,983 | -2.8% | 19,204 | -0.1% | 0.34% | +4.7% |
| Q2 2023 | $1,429,363 | -23.0% | 19,230 | -24.6% | 0.32% | -27.8% |
| Q1 2023 | $1,855,427 | -6.4% | 25,508 | -7.2% | 0.45% | -8.2% |
| Q4 2022 | $1,981,737 | +9.1% | 27,486 | +0.0% | 0.49% | +2.7% |
| Q3 2022 | $1,816,000 | -12.5% | 27,474 | -7.0% | 0.47% | +24.1% |
| Q2 2022 | $2,075,000 | +470.1% | 29,548 | +528.8% | 0.38% | +514.5% |
| Q1 2022 | $364,000 | +14.1% | 4,699 | +8.3% | 0.06% | +6.9% |
| Q3 2021 | $319,000 | 0.0% | 4,340 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $319,000 | -28.3% | 4,340 | -32.5% | 0.06% | -34.8% |
| Q1 2021 | $445,000 | -48.4% | 6,433 | -49.4% | 0.09% | -52.6% |
| Q4 2020 | $863,000 | -46.8% | 12,718 | -50.0% | 0.19% | -53.5% |
| Q3 2020 | $1,621,000 | +124.5% | 25,434 | +113.6% | 0.42% | +52.2% |
| Q2 2020 | $722,000 | -3.1% | 11,907 | -13.7% | 0.27% | -16.2% |
| Q1 2020 | $745,000 | -13.8% | 13,790 | +4.7% | 0.33% | -4.4% |
| Q4 2019 | $864,000 | – | 13,175 | – | 0.34% | – |
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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% |