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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,384,789 | +7.8% | 56,194 | -0.9% | 3.19% | +7.5% |
| Q3 2023 | $4,066,568 | -35.0% | 56,723 | -31.2% | 2.97% | -45.3% |
| Q2 2023 | $6,259,355 | +0.6% | 82,445 | -3.6% | 5.42% | -12.7% |
| Q1 2023 | $6,223,138 | +54.0% | 85,554 | +52.7% | 6.21% | +69.0% |
| Q4 2022 | $4,040,207 | +11.2% | 56,036 | +1.6% | 3.67% | -2.8% |
| Q3 2022 | $3,634,000 | -7.4% | 55,174 | -2.1% | 3.78% | -1.6% |
| Q2 2022 | $3,923,000 | -9.6% | 56,340 | +0.3% | 3.84% | +19.0% |
| Q1 2022 | $4,340,000 | – | 56,168 | – | 3.23% | – |
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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% |