ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,264,270 | -6.6% | 210,644 | -1.1% | 0.17% | -2.9% |
| Q2 2023 | $17,408,828 | +3.1% | 212,927 | -1.5% | 0.17% | -0.6% |
| Q1 2023 | $16,887,487 | +38.8% | 216,124 | +39.8% | 0.18% | +30.6% |
| Q4 2022 | $12,168,366 | +2.7% | 154,592 | +2.0% | 0.13% | -0.7% |
| Q3 2022 | $11,846,441 | +28.7% | 151,500 | +25.8% | 0.14% | +29.8% |
| Q2 2022 | $9,204,518 | -9.4% | 120,402 | -0.2% | 0.10% | +5.1% |
| Q1 2022 | $10,157,950 | +5.8% | 120,703 | +9.6% | 0.10% | +6.5% |
| Q4 2021 | $9,601,767 | – | 110,084 | – | 0.09% | – |
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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% |