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 | $838 | -26.2% | 11,582 | -24.2% | 0.64% | -22.5% |
| Q2 2023 | $1,136 | -34.4% | 15,283 | -35.8% | 0.83% | -35.8% |
| Q1 2023 | $1,732 | -1.4% | 23,814 | -2.2% | 1.29% | -3.9% |
| Q4 2022 | $1,756 | -99.9% | 24,360 | -2.9% | 1.34% | +0.1% |
| Q3 2022 | $1,657,000 | -9.6% | 25,075 | -3.9% | 1.34% | -4.7% |
| Q2 2022 | $1,833,000 | -14.3% | 26,101 | -5.3% | 1.40% | -6.5% |
| Q1 2022 | $2,139,000 | -4.3% | 27,570 | -0.3% | 1.50% | +0.9% |
| Q4 2021 | $2,236,000 | -1.8% | 27,644 | -10.8% | 1.49% | -10.1% |
| Q3 2021 | $2,277,000 | +3.9% | 30,983 | +4.0% | 1.66% | +3.5% |
| Q2 2021 | $2,192,000 | -0.4% | 29,779 | -6.3% | 1.60% | -7.5% |
| Q1 2021 | $2,200,000 | +2.1% | 31,793 | +0.2% | 1.73% | -0.9% |
| Q4 2020 | $2,154,000 | +6.4% | 31,729 | -0.2% | 1.75% | -2.1% |
| Q3 2020 | $2,025,000 | +3.6% | 31,777 | -1.4% | 1.78% | -2.2% |
| Q2 2020 | $1,954,000 | +67.3% | 32,234 | +49.1% | 1.82% | +11.3% |
| Q1 2020 | $1,168,000 | -38.7% | 21,624 | -25.5% | 1.64% | -6.9% |
| Q4 2019 | $1,904,000 | +26.5% | 29,019 | +23.6% | 1.76% | +22.0% |
| Q3 2019 | $1,505,000 | +16.9% | 23,486 | +12.7% | 1.44% | +10.6% |
| Q2 2019 | $1,287,000 | +9.4% | 20,846 | +4.2% | 1.31% | -6.6% |
| Q1 2019 | $1,176,000 | +10.5% | 20,007 | -1.5% | 1.40% | +6.3% |
| Q4 2018 | $1,064,000 | -9.4% | 20,312 | -1.4% | 1.32% | +20.4% |
| Q3 2018 | $1,175,000 | +5.2% | 20,601 | -2.0% | 1.09% | +1.2% |
| Q2 2018 | $1,117,000 | -3.5% | 21,013 | -5.7% | 1.08% | -4.9% |
| Q1 2018 | $1,157,000 | – | 22,280 | – | 1.13% | – |
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% |