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 | $1,006,082 | -88.8% | 13,900 | -88.5% | 0.00% | -86.4% |
| Q2 2023 | $8,956,765 | -77.4% | 120,500 | -77.9% | 0.02% | -80.5% |
| Q1 2023 | $39,621,478 | +1.0% | 544,700 | +0.1% | 0.11% | -8.1% |
| Q4 2022 | $39,215,190 | -27.3% | 543,900 | -33.3% | 0.12% | -32.8% |
| Q3 2022 | $53,924,000 | -23.4% | 815,800 | -18.6% | 0.18% | -21.1% |
| Q2 2022 | $70,371,000 | +37.8% | 1,002,300 | +52.2% | 0.23% | +53.6% |
| Q1 2022 | $51,080,000 | -55.1% | 658,500 | -53.2% | 0.15% | -37.9% |
| Q4 2021 | $113,753,000 | +40.1% | 1,406,100 | +27.3% | 0.24% | +34.3% |
| Q3 2021 | $81,188,000 | +26.9% | 1,104,600 | +27.1% | 0.18% | +24.8% |
| Q2 2021 | $63,967,000 | -37.0% | 869,000 | -40.8% | 0.14% | -45.1% |
| Q1 2021 | $101,612,000 | +5.8% | 1,468,600 | +3.8% | 0.26% | -4.3% |
| Q4 2020 | $96,050,000 | -17.2% | 1,415,000 | -22.3% | 0.28% | -33.0% |
| Q3 2020 | $116,059,000 | +401.9% | 1,821,100 | +377.5% | 0.41% | +258.3% |
| Q2 2020 | $23,124,000 | +287.1% | 381,400 | +244.8% | 0.12% | +134.7% |
| Q1 2020 | $5,974,000 | -90.0% | 110,600 | -87.9% | 0.05% | -72.8% |
| Q4 2019 | $59,729,000 | -33.4% | 910,500 | -35.0% | 0.18% | -40.4% |
| Q3 2019 | $89,740,000 | +190.8% | 1,400,000 | +180.1% | 0.30% | +193.2% |
| Q2 2019 | $30,859,000 | +22.8% | 499,900 | +17.0% | 0.10% | +27.2% |
| Q1 2019 | $25,125,000 | +66.7% | 427,300 | +48.5% | 0.08% | +37.3% |
| Q4 2018 | $15,075,000 | -47.2% | 287,700 | -42.5% | 0.06% | -24.4% |
| Q3 2018 | $28,526,000 | – | 500,100 | – | 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% |