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 | $1,399,907 | -42.0% | 19,341 | -40.5% | 0.53% | -41.1% |
| Q2 2023 | $2,415,656 | -8.6% | 32,499 | -10.6% | 0.90% | -16.5% |
| Q1 2023 | $2,643,667 | +13.1% | 36,344 | +12.1% | 1.08% | +6.1% |
| Q4 2022 | $2,336,564 | +4.9% | 32,407 | -3.8% | 1.02% | -3.1% |
| Q3 2022 | $2,227,000 | +15.0% | 33,690 | +22.1% | 1.05% | +21.3% |
| Q2 2022 | $1,937,000 | -13.6% | 27,594 | -4.5% | 0.87% | -2.5% |
| Q1 2022 | $2,241,000 | -12.3% | 28,890 | -8.6% | 0.89% | -14.3% |
| Q4 2021 | $2,556,000 | – | 31,594 | – | 1.04% | – |
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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% |