ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,121,302 | -29.8% | 84,572 | -28.0% | 0.29% | -26.1% |
| Q2 2023 | $8,725,490 | +8.7% | 117,389 | +6.4% | 0.40% | -53.1% |
| Q1 2023 | $8,024,900 | +54.4% | 110,324 | +53.0% | 0.84% | +37.7% |
| Q4 2022 | $5,198,965 | +29.6% | 72,107 | +18.8% | 0.61% | +13.1% |
| Q3 2022 | $4,012,000 | -1.7% | 60,690 | +4.4% | 0.54% | -0.9% |
| Q2 2022 | $4,081,000 | -24.0% | 58,120 | -12.5% | 0.55% | -2.3% |
| Q4 2021 | $5,372,000 | – | 66,408 | – | 0.56% | – |
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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% |