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 | $5,440,588 | +42.1% | 75,167 | +46.0% | 0.08% | +54.0% |
| Q2 2023 | $3,827,697 | +2.2% | 51,496 | 0.0% | 0.05% | -9.1% |
| Q1 2023 | $3,745,819 | +0.9% | 51,496 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $3,712,861 | +9.1% | 51,496 | 0.0% | 0.06% | +22.2% |
| Q3 2022 | $3,404,000 | -10.3% | 51,496 | -4.7% | 0.04% | -11.8% |
| Q2 2022 | $3,794,000 | -19.8% | 54,042 | -11.4% | 0.05% | 0.0% |
| Q1 2022 | $4,731,000 | -4.1% | 60,980 | 0.0% | 0.05% | +88.9% |
| Q4 2021 | $4,934,000 | +13.8% | 60,980 | +3.4% | 0.03% | +17.4% |
| Q3 2021 | $4,336,000 | -0.1% | 58,983 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $4,342,000 | +8.8% | 58,983 | +2.3% | 0.02% | -14.3% |
| Q1 2021 | $3,990,000 | -6.0% | 57,670 | -7.7% | 0.03% | -6.7% |
| Q4 2020 | $4,243,000 | +7.4% | 62,510 | +0.9% | 0.03% | -42.3% |
| Q3 2020 | $3,950,000 | +9.2% | 61,976 | +3.8% | 0.05% | +10.6% |
| Q2 2020 | $3,618,000 | +2.0% | 59,685 | -9.1% | 0.05% | +14.6% |
| Q1 2020 | $3,547,000 | -29.0% | 65,670 | -13.8% | 0.04% | -10.9% |
| Q4 2019 | $4,999,000 | -86.9% | 76,204 | -87.2% | 0.05% | -87.6% |
| Q3 2019 | $38,019,000 | +2161.7% | 593,130 | +2077.6% | 0.37% | +2076.5% |
| Q2 2019 | $1,681,000 | +4.9% | 27,238 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $1,602,000 | +17.1% | 27,238 | +4.3% | 0.02% | +5.9% |
| Q4 2018 | $1,368,000 | -17.0% | 26,114 | -9.6% | 0.02% | -10.5% |
| Q3 2018 | $1,648,000 | +7.3% | 28,894 | -0.0% | 0.02% | +5.6% |
| Q2 2018 | $1,536,000 | -72.6% | 28,898 | -73.3% | 0.02% | -72.7% |
| Q1 2018 | $5,612,000 | -29.1% | 108,059 | -27.9% | 0.07% | -41.6% |
| Q4 2017 | $7,915,000 | +14.5% | 149,962 | +8.6% | 0.11% | -0.9% |
| Q3 2017 | $6,913,000 | -6.3% | 138,034 | -8.5% | 0.11% | -21.4% |
| Q2 2017 | $7,377,000 | -78.7% | 150,845 | -79.3% | 0.14% | -83.8% |
| Q1 2017 | $34,706,000 | +14.1% | 727,004 | +7.7% | 0.90% | +11.6% |
| Q4 2016 | $30,430,000 | – | 675,149 | – | 0.80% | – |
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% |