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 | $879 | -4.1% | 12,079 | -2.1% | 0.12% | +2.5% |
| Q2 2023 | $917 | -3.0% | 12,341 | -5.1% | 0.12% | -7.8% |
| Q1 2023 | $945 | -99.9% | 12,998 | -2.9% | 0.13% | -0.8% |
| Q4 2021 | $1,083,000 | +16.0% | 13,393 | +5.4% | 0.13% | -3.7% |
| Q3 2021 | $934,000 | -21.2% | 12,712 | -21.0% | 0.13% | -23.9% |
| Q2 2021 | $1,185,000 | -11.5% | 16,098 | -16.8% | 0.18% | -27.0% |
| Q1 2021 | $1,339,000 | -24.9% | 19,354 | -26.3% | 0.24% | -38.5% |
| Q4 2020 | $1,782,000 | -6.4% | 26,248 | -12.1% | 0.39% | -36.1% |
| Q3 2020 | $1,903,000 | +17.3% | 29,857 | +11.5% | 0.61% | -0.5% |
| Q2 2020 | $1,623,000 | +1.1% | 26,773 | -9.9% | 0.62% | -27.7% |
| Q1 2020 | $1,605,000 | -29.8% | 29,712 | -14.7% | 0.85% | -8.6% |
| Q4 2019 | $2,285,000 | +49.6% | 34,825 | +46.2% | 0.93% | -2.3% |
| Q3 2019 | $1,527,000 | +52.5% | 23,822 | +46.9% | 0.95% | +48.4% |
| Q2 2019 | $1,001,000 | +114.3% | 16,211 | +104.1% | 0.64% | +80.6% |
| Q1 2019 | $467,000 | +31.2% | 7,942 | +17.1% | 0.36% | +3.5% |
| Q4 2018 | $356,000 | -5.3% | 6,783 | +3.0% | 0.34% | +23.3% |
| Q3 2018 | $376,000 | +8.0% | 6,586 | +0.6% | 0.28% | -7.0% |
| Q2 2018 | $348,000 | +4.2% | 6,547 | +1.9% | 0.30% | -6.2% |
| Q1 2018 | $334,000 | +62.1% | 6,424 | +64.5% | 0.32% | +48.8% |
| Q4 2017 | $206,000 | -14.9% | 3,906 | -20.9% | 0.22% | +182.9% |
| Q2 2017 | $242,000 | -74.2% | 4,939 | -76.2% | 0.08% | -96.4% |
| Q1 2017 | $938,000 | -0.5% | 20,740 | -0.6% | 2.10% | +27.4% |
| Q4 2016 | $943,000 | +65.7% | 20,864 | +66.5% | 1.65% | +29.6% |
| Q3 2016 | $569,000 | – | 12,531 | – | 1.27% | – |
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% |