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 | $294,876 | -2.6% | 4,074 | 0.0% | 0.22% | +3.8% |
| Q2 2023 | $302,820 | +2.2% | 4,074 | 0.0% | 0.21% | -6.7% |
| Q1 2023 | $296,343 | +0.9% | 4,074 | 0.0% | 0.22% | -5.5% |
| Q4 2022 | $293,735 | +9.2% | 4,074 | 0.0% | 0.24% | +2.6% |
| Q3 2022 | $269,000 | -8.2% | 4,074 | 0.0% | 0.23% | +4.1% |
| Q2 2022 | $293,000 | -3.6% | 4,074 | 0.0% | 0.22% | +4.2% |
| Q1 2022 | $304,000 | -7.9% | 4,074 | 0.0% | 0.21% | -68.2% |
| Q4 2021 | $330,000 | +4.4% | 4,074 | 0.0% | 0.67% | +250.5% |
| Q3 2021 | $316,000 | +5.3% | 4,074 | 0.0% | 0.19% | +2.7% |
| Q2 2021 | $300,000 | +6.4% | 4,074 | 0.0% | 0.18% | -0.5% |
| Q1 2021 | $282,000 | +1.8% | 4,074 | 0.0% | 0.19% | +9.4% |
| Q4 2020 | $277,000 | – | 4,074 | – | 0.17% | – |
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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% |