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 | $3,686,824 | -5.7% | 50,937 | -3.2% | 0.18% | -4.6% |
| Q2 2023 | $3,909,962 | -11.3% | 52,603 | -13.2% | 0.19% | -19.5% |
| Q1 2023 | $4,405,891 | -54.2% | 60,570 | -54.6% | 0.24% | -58.9% |
| Q4 2022 | $9,614,814 | +1.1% | 133,354 | -1.6% | 0.59% | -8.6% |
| Q3 2022 | $9,512,000 | 0.0% | 135,485 | 0.0% | 0.64% | 0.0% |
| Q2 2022 | $9,512,000 | -15.7% | 135,485 | -2.9% | 0.64% | -4.5% |
| Q4 2021 | $11,286,000 | -10.8% | 139,501 | -18.9% | 0.67% | +66.3% |
| Q3 2021 | $12,646,000 | -1.2% | 172,051 | -1.0% | 0.40% | -1.0% |
| Q2 2021 | $12,796,000 | +15.1% | 173,829 | +8.2% | 0.41% | +2.0% |
| Q1 2021 | $11,120,000 | – | 160,723 | – | 0.40% | – |
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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% |