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 | $418,646 | +21.9% | 5,784 | +25.1% | 0.09% | +20.3% |
| Q2 2023 | $343,553 | +23.0% | 4,622 | +20.4% | 0.07% | -6.3% |
| Q1 2023 | $279,249 | -54.1% | 3,839 | -54.5% | 0.08% | -56.8% |
| Q4 2022 | $608,019 | +340.6% | 8,433 | +330.0% | 0.18% | +381.6% |
| Q2 2022 | $138,000 | +1.5% | 1,961 | +12.2% | 0.04% | +8.6% |
| Q1 2022 | $136,000 | -8.1% | 1,747 | -4.4% | 0.04% | -2.8% |
| Q4 2021 | $148,000 | – | 1,827 | – | 0.04% | – |
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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% |