ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,983 | -7.7% | 980,693 | -5.2% | 2.64% | -5.5% |
| Q2 2023 | $76,903 | -3.7% | 1,034,617 | -5.8% | 2.79% | -8.9% |
| Q1 2023 | $79,855 | -1.3% | 1,097,818 | -2.1% | 3.07% | -7.4% |
| Q4 2022 | $80,879 | -99.9% | 1,121,763 | +24.9% | 3.31% | +14.0% |
| Q3 2022 | $59,345,000 | -6.6% | 897,812 | -0.8% | 2.90% | +0.8% |
| Q2 2022 | $63,537,000 | -10.4% | 904,957 | -1.0% | 2.88% | -5.2% |
| Q1 2022 | $70,920,000 | -8.1% | 914,266 | -4.2% | 3.04% | -9.3% |
| Q4 2021 | $77,204,000 | +7.3% | 954,318 | -2.5% | 3.35% | -1.9% |
| Q3 2021 | $71,940,000 | -8.1% | 978,776 | -8.0% | 3.42% | -9.1% |
| Q2 2021 | $78,301,000 | +1.2% | 1,063,729 | -4.9% | 3.76% | -8.6% |
| Q1 2021 | $77,364,000 | -1.7% | 1,118,138 | -3.6% | 4.12% | -14.0% |
| Q4 2020 | $78,703,000 | +3.8% | 1,159,445 | -2.5% | 4.79% | -17.2% |
| Q3 2020 | $75,789,000 | +3.4% | 1,189,213 | -1.6% | 5.78% | -3.7% |
| Q2 2020 | $73,303,000 | +13.2% | 1,209,019 | +0.9% | 6.00% | -1.4% |
| Q1 2020 | $64,736,000 | +9.2% | 1,198,600 | +32.6% | 6.09% | +33.7% |
| Q4 2019 | $59,304,000 | +20.0% | 904,018 | +17.3% | 4.56% | +8.1% |
| Q3 2019 | $49,419,000 | +23.0% | 770,971 | +18.4% | 4.21% | +15.3% |
| Q2 2019 | $40,189,000 | +15.3% | 651,053 | +9.9% | 3.65% | +10.9% |
| Q1 2019 | $34,844,000 | +39.3% | 592,585 | +24.1% | 3.29% | +21.7% |
| Q4 2018 | $25,017,000 | +85.2% | 477,422 | +101.6% | 2.70% | +88.8% |
| Q3 2018 | $13,507,000 | +20.3% | 236,792 | +12.1% | 1.43% | +13.2% |
| Q2 2018 | $11,226,000 | +29.3% | 211,165 | +26.4% | 1.27% | +26.2% |
| Q1 2018 | $8,679,000 | +358.7% | 167,126 | +366.2% | 1.00% | +362.2% |
| Q4 2017 | $1,892,000 | – | 35,850 | – | 0.22% | – |
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% |