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 | $905,742 | -33.7% | 12,513 | -31.9% | 0.66% | -32.1% |
| Q2 2023 | $1,365,720 | -0.5% | 18,373 | -2.7% | 0.97% | -8.5% |
| Q1 2023 | $1,372,962 | -21.5% | 18,874 | -22.2% | 1.06% | -28.6% |
| Q4 2022 | $1,750,073 | +8.6% | 24,273 | -0.4% | 1.49% | -2.2% |
| Q3 2022 | $1,611,000 | -11.5% | 24,368 | -6.0% | 1.52% | -11.6% |
| Q2 2022 | $1,821,000 | -19.4% | 25,937 | -11.0% | 1.72% | -5.8% |
| Q1 2022 | $2,260,000 | -32.9% | 29,131 | -30.0% | 1.82% | -30.6% |
| Q4 2021 | $3,366,000 | – | 41,606 | – | 2.63% | – |
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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% |