ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. 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 | $233,064 | -7.6% | 3,220 | -5.2% | 0.02% | -4.8% |
Q2 2023 | $252,350 | -11.8% | 3,395 | -13.7% | 0.02% | -16.0% |
Q1 2023 | $286,086 | +100634.5% | 3,933 | 0.0% | 0.02% | -3.8% |
Q4 2022 | $284 | -99.9% | 3,933 | -0.9% | 0.03% | +4.0% |
Q3 2022 | $262,000 | -6.1% | 3,968 | 0.0% | 0.02% | +4.2% |
Q2 2022 | $279,000 | -10.0% | 3,968 | -0.6% | 0.02% | +4.3% |
Q1 2022 | $310,000 | -56.9% | 3,993 | -55.1% | 0.02% | -54.0% |
Q4 2021 | $719,000 | +10.1% | 8,886 | 0.0% | 0.05% | 0.0% |
Q3 2021 | $653,000 | +0.3% | 8,886 | +0.5% | 0.05% | 0.0% |
Q2 2021 | $651,000 | +11.3% | 8,845 | +4.5% | 0.05% | +4.2% |
Q1 2021 | $585,000 | +0.7% | 8,462 | -1.2% | 0.05% | -5.9% |
Q4 2020 | $581,000 | +23.1% | 8,562 | +15.5% | 0.05% | +8.5% |
Q3 2020 | $472,000 | +3.7% | 7,412 | -1.3% | 0.05% | -6.0% |
Q2 2020 | $455,000 | +12.1% | 7,512 | 0.0% | 0.05% | -7.4% |
Q1 2020 | $406,000 | -17.6% | 7,512 | 0.0% | 0.05% | +8.0% |
Q4 2019 | $493,000 | +2.1% | 7,512 | -0.3% | 0.05% | -5.7% |
Q3 2019 | $483,000 | -2.6% | 7,537 | -6.2% | 0.05% | -1.9% |
Q2 2019 | $496,000 | -31.5% | 8,037 | -34.7% | 0.05% | -31.6% |
Q1 2019 | $724,000 | +12.2% | 12,307 | 0.0% | 0.08% | 0.0% |
Q4 2018 | $645,000 | – | 12,307 | – | 0.08% | – |
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% |