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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $299,010 | +7.8% | 3,832 | 0.0% | 0.07% | +1.5% |
| Q3 2023 | $277,360 | -2.6% | 3,832 | 0.0% | 0.07% | +1.5% |
| Q2 2023 | $284,832 | +2.2% | 3,832 | 0.0% | 0.07% | -1.5% |
| Q1 2023 | $278,739 | +0.8% | 3,832 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $276,555 | -99.9% | 3,832 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $253,295,000 | -5.9% | 3,832 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $269,044,000 | -9.5% | 3,832 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $297,248,000 | -4.1% | 3,832 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $310,008,000 | +33.4% | 3,832 | 0.0% | 0.07% | -12.7% |
| Q3 2021 | $232,334,000 | -17.6% | 3,832 | 0.0% | 0.08% | +14.5% |
| Q2 2021 | $282,073,000 | +6.4% | 3,832 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $265,136,000 | +1.9% | 3,832 | 0.0% | 0.07% | -6.8% |
| Q4 2020 | $260,116,000 | +25.7% | 3,832 | 0.0% | 0.07% | -10.8% |
| Q3 2020 | $206,966,000 | -10.9% | 3,832 | 0.0% | 0.08% | +5.1% |
| Q2 2020 | $232,334,000 | +12.3% | 3,832 | 0.0% | 0.08% | -4.8% |
| Q1 2020 | $206,966,000 | – | 3,832 | – | 0.08% | – |
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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% |