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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,603,075 | +2.2% | 21,567 | 0.0% | 0.43% | +2.4% |
| Q1 2023 | $1,568,784 | +38.3% | 21,567 | +37.1% | 0.42% | +36.7% |
| Q4 2022 | $1,133,989 | +9.0% | 15,728 | 0.0% | 0.30% | +6.3% |
| Q3 2022 | $1,040,000 | -6.8% | 15,728 | +22.1% | 0.29% | -5.3% |
| Q4 2020 | $1,116,000 | -85.7% | 12,881 | -89.5% | 0.30% | -85.4% |
| Q3 2020 | $7,808,000 | +6.1% | 122,527 | +0.9% | 2.07% | +1.0% |
| Q2 2020 | $7,360,000 | +99.5% | 121,381 | +77.7% | 2.05% | +63.6% |
| Q1 2020 | $3,690,000 | -53.9% | 68,317 | -44.0% | 1.25% | -40.5% |
| Q4 2019 | $7,996,000 | – | 121,896 | – | 2.11% | – |
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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% |