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 | $347,858 | -2.6% | 4,806 | 0.0% | 0.21% | -4.0% |
| Q2 2023 | $357,230 | +2.2% | 4,806 | 0.0% | 0.22% | -10.8% |
| Q1 2023 | $349,588 | +0.9% | 4,806 | 0.0% | 0.25% | -11.7% |
| Q4 2022 | $346,513 | +9.0% | 4,806 | 0.0% | 0.28% | +2.9% |
| Q3 2022 | $318,000 | -5.6% | 4,806 | 0.0% | 0.28% | -5.2% |
| Q2 2022 | $337,000 | -1.7% | 4,806 | 0.0% | 0.29% | +7.0% |
| Q1 2022 | $343,000 | -11.8% | 4,806 | 0.0% | 0.27% | -1.5% |
| Q4 2021 | $389,000 | -90.9% | 4,806 | -92.4% | 0.28% | -93.4% |
| Q4 2020 | $4,296,000 | – | 63,290 | – | 4.18% | – |
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% |