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 | $1,956,415 | -14.3% | 27,282 | -10.5% | 1.54% | -17.7% |
| Q2 2023 | $2,282,666 | -21.9% | 30,468 | -24.2% | 1.87% | -28.9% |
| Q1 2023 | $2,922,655 | +49277.5% | 40,179 | -50.7% | 2.63% | -23.1% |
| Q4 2022 | $5,919 | -99.9% | 81,433 | +9.9% | 3.43% | +27.8% |
| Q3 2022 | $5,165,000 | -41.7% | 74,119 | -32.3% | 2.68% | -21.4% |
| Q2 2022 | $8,862,000 | +55.3% | 109,538 | +46.5% | 3.41% | +21.5% |
| Q1 2022 | $5,708,000 | -35.6% | 74,790 | -31.7% | 2.81% | -17.7% |
| Q4 2021 | $8,862,000 | – | 109,538 | – | 3.41% | – |
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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% |