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 | $8,440 | -27.5% | 116,613 | -25.6% | 1.34% | -9.5% |
| Q2 2023 | $11,643 | +2.5% | 156,634 | +0.3% | 1.49% | -28.0% |
| Q1 2023 | $11,355 | +44.0% | 156,103 | +42.7% | 2.06% | +15.4% |
| Q4 2022 | $7,886 | -99.9% | 109,381 | -98.5% | 1.79% | +3.5% |
| Q3 2022 | $7,515,000 | +9.3% | 7,515,200 | +7576.7% | 1.73% | +64.3% |
| Q2 2022 | $6,873,000 | +6445.7% | 97,896 | -98.8% | 1.05% | +130.2% |
| Q1 2022 | $105,000 | -98.7% | 8,144,806 | +7718.9% | 0.46% | -57.0% |
| Q4 2021 | $7,918,000 | +142.9% | 104,168 | +134.7% | 1.06% | +137.8% |
| Q3 2021 | $3,260,000 | -60.2% | 44,390 | -63.2% | 0.45% | -65.7% |
| Q4 2020 | $8,189,000 | – | 120,640 | – | 1.30% | – |
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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% |