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 | $652,578 | -3.0% | 9,016 | -0.4% | 0.47% | -17.0% |
| Q2 2023 | $672,612 | -9.2% | 9,049 | -11.1% | 0.57% | -12.9% |
| Q1 2023 | $740,784 | -26.6% | 10,184 | -27.2% | 0.65% | -32.2% |
| Q4 2022 | $1,009,000 | -2.5% | 13,991 | -10.6% | 0.96% | -15.1% |
| Q3 2022 | $1,035,000 | -9.2% | 15,658 | -3.6% | 1.13% | -1.1% |
| Q2 2022 | $1,140,000 | -16.1% | 16,243 | -7.3% | 1.14% | -16.6% |
| Q1 2022 | $1,359,000 | -14.7% | 17,525 | -11.0% | 1.37% | -10.6% |
| Q4 2021 | $1,594,000 | – | 19,700 | – | 1.53% | – |
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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% |