ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,008,293 | -3.9% | 83,010 | -1.3% | 1.22% | -2.2% |
| Q2 2023 | $6,253,487 | +0.8% | 84,131 | -1.3% | 1.25% | -2.9% |
| Q1 2023 | $6,202,496 | +0.2% | 85,269 | -0.7% | 1.29% | -5.1% |
| Q4 2022 | $6,192,049 | +8.7% | 85,881 | -0.3% | 1.36% | +0.2% |
| Q3 2022 | $5,696,000 | -6.1% | 86,167 | -0.3% | 1.35% | -2.2% |
| Q2 2022 | $6,068,000 | -9.8% | 86,427 | -0.4% | 1.38% | -0.6% |
| Q1 2022 | $6,730,000 | -7.9% | 86,761 | -3.9% | 1.39% | -5.0% |
| Q4 2021 | $7,306,000 | -20.6% | 90,308 | -27.8% | 1.47% | -27.4% |
| Q3 2021 | $9,199,000 | +0.3% | 125,159 | +0.4% | 2.02% | -2.8% |
| Q2 2021 | $9,175,000 | +8.3% | 124,649 | +1.8% | 2.08% | +2.6% |
| Q1 2021 | $8,468,000 | +7.3% | 122,393 | +5.3% | 2.03% | +0.6% |
| Q4 2020 | $7,893,000 | +18.9% | 116,275 | +11.6% | 2.01% | +3.1% |
| Q3 2020 | $6,639,000 | +14.6% | 104,169 | +9.0% | 1.95% | +6.8% |
| Q2 2020 | $5,794,000 | +19.9% | 95,565 | +6.8% | 1.83% | +1.7% |
| Q1 2020 | $4,832,000 | +0.2% | 89,481 | +21.7% | 1.80% | +12.1% |
| Q4 2019 | $4,821,000 | +6.7% | 73,501 | +4.3% | 1.60% | +0.1% |
| Q3 2019 | $4,517,000 | +26.6% | 70,468 | +21.9% | 1.60% | +21.1% |
| Q2 2019 | $3,567,000 | +12.1% | 57,798 | +6.8% | 1.32% | +8.2% |
| Q1 2019 | $3,182,000 | +26.0% | 54,132 | +12.3% | 1.22% | +15.6% |
| Q4 2018 | $2,526,000 | +0.4% | 48,204 | +9.3% | 1.06% | +5.9% |
| Q3 2018 | $2,515,000 | +38.7% | 44,108 | +29.3% | 1.00% | +31.5% |
| Q2 2018 | $1,813,000 | +16.4% | 34,116 | +13.6% | 0.76% | +14.3% |
| Q1 2018 | $1,558,000 | +14.7% | 30,021 | +16.6% | 0.66% | +15.5% |
| Q4 2017 | $1,358,000 | +15.2% | 25,743 | +9.9% | 0.57% | +7.9% |
| Q3 2017 | $1,179,000 | +120.8% | 23,415 | +114.6% | 0.53% | +112.0% |
| Q2 2017 | $534,000 | +14.8% | 10,910 | +12.1% | 0.25% | +11.6% |
| Q1 2017 | $465,000 | +98.7% | 9,736 | +88.2% | 0.22% | +87.5% |
| Q4 2016 | $234,000 | – | 5,173 | – | 0.12% | – |
Download | ||||||
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% |