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 | $12,778,379 | -0.9% | 176,545 | +1.8% | 0.14% | +2.2% |
| Q2 2023 | $12,890,215 | -2.6% | 173,418 | -4.7% | 0.14% | -8.7% |
| Q1 2023 | $13,239,844 | +93.2% | 182,016 | +91.5% | 0.15% | +84.0% |
| Q4 2022 | $6,854,121 | +37.8% | 95,064 | +26.3% | 0.08% | +24.6% |
| Q3 2022 | $4,974,000 | +27.3% | 75,256 | +35.2% | 0.06% | +32.7% |
| Q2 2022 | $3,908,000 | -10.9% | 55,661 | -1.5% | 0.05% | +2.1% |
| Q1 2022 | $4,384,000 | -5.3% | 56,520 | -1.2% | 0.05% | -2.0% |
| Q4 2021 | $4,628,000 | +9.3% | 57,205 | -0.7% | 0.05% | 0.0% |
| Q3 2021 | $4,233,000 | -0.1% | 57,593 | +0.1% | 0.05% | -2.0% |
| Q2 2021 | $4,237,000 | -9.0% | 57,561 | -14.5% | 0.05% | -16.7% |
| Q1 2021 | $4,657,000 | +11.5% | 67,304 | +9.4% | 0.06% | -6.2% |
| Q4 2020 | $4,177,000 | +8.0% | 61,531 | +1.4% | 0.06% | -4.5% |
| Q3 2020 | $3,868,000 | +11.3% | 60,690 | +5.9% | 0.07% | +3.1% |
| Q2 2020 | $3,476,000 | -2.0% | 57,326 | -12.7% | 0.06% | -5.8% |
| Q1 2020 | $3,547,000 | +16.6% | 65,671 | +41.7% | 0.07% | +40.8% |
| Q4 2019 | $3,041,000 | +0.9% | 46,358 | -1.4% | 0.05% | -9.3% |
| Q3 2019 | $3,013,000 | +3.9% | 47,004 | +0.1% | 0.05% | 0.0% |
| Q2 2019 | $2,900,000 | +35.5% | 46,978 | +15.4% | 0.05% | +45.9% |
| Q1 2019 | $2,140,000 | +2.8% | 40,696 | +2.5% | 0.04% | -9.8% |
| Q4 2018 | $2,081,000 | -8.4% | 39,711 | -0.3% | 0.04% | +2.5% |
| Q3 2018 | $2,272,000 | +9.4% | 39,831 | +2.0% | 0.04% | -2.4% |
| Q2 2018 | $2,076,000 | +9.6% | 39,052 | +7.1% | 0.04% | +5.1% |
| Q1 2018 | $1,894,000 | -2.2% | 36,478 | -0.6% | 0.04% | -4.9% |
| Q4 2017 | $1,937,000 | +8.4% | 36,708 | +3.4% | 0.04% | +17.1% |
| Q3 2017 | $1,787,000 | +6.4% | 35,515 | +3.4% | 0.04% | -7.9% |
| Q2 2017 | $1,680,000 | +22.5% | 34,335 | +19.4% | 0.04% | +15.2% |
| Q1 2017 | $1,371,000 | +18.7% | 28,746 | +12.5% | 0.03% | +26.9% |
| Q4 2016 | $1,155,000 | -4.0% | 25,559 | -3.5% | 0.03% | -13.3% |
| Q3 2016 | $1,203,000 | +235.1% | 26,498 | +240.8% | 0.03% | +172.7% |
| Q2 2016 | $359,000 | +79.5% | 7,776 | +70.3% | 0.01% | +83.3% |
| Q1 2016 | $200,000 | +19.8% | 4,566 | +14.0% | 0.01% | +20.0% |
| Q4 2015 | $167,000 | +75.8% | 4,006 | +66.5% | 0.01% | +66.7% |
| Q3 2015 | $95,000 | -3.1% | 2,406 | -1.8% | 0.00% | 0.0% |
| Q2 2015 | $98,000 | +84.9% | 2,450 | +88.0% | 0.00% | +50.0% |
| Q1 2015 | $53,000 | +1.9% | 1,303 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $52,000 | +6.1% | 1,303 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $49,000 | -7.5% | 1,303 | -10.0% | 0.00% | 0.0% |
| Q2 2014 | $53,000 | +1.9% | 1,448 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $52,000 | +2.0% | 1,448 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $51,000 | +6.2% | 1,448 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $48,000 | +11.6% | 1,448 | +8.8% | 0.00% | 0.0% |
| Q2 2013 | $43,000 | – | 1,331 | – | 0.00% | – |
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% |