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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $14,000 | 0.0% | 175 | 0.0% | 0.00% | – |
| Q4 2021 | $14,000 | -36.4% | 175 | -41.3% | 0.00% | -100.0% |
| Q3 2021 | $22,000 | -71.4% | 298 | -71.6% | 0.00% | -66.7% |
| Q2 2021 | $77,000 | +541.7% | 1,051 | +500.6% | 0.00% | +200.0% |
| Q1 2021 | $12,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | -88.8% | 175 | -89.6% | 0.00% | -80.0% |
| Q3 2020 | $107,000 | +4.9% | 1,675 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $102,000 | -17.1% | 1,675 | -26.4% | 0.01% | -25.0% |
| Q1 2020 | $123,000 | -32.4% | 2,275 | -18.0% | 0.01% | -20.0% |
| Q4 2019 | $182,000 | +2.2% | 2,775 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $178,000 | +11.2% | 2,775 | +6.7% | 0.01% | 0.0% |
| Q2 2019 | $160,000 | +4.6% | 2,600 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $153,000 | -14.0% | 2,600 | -23.3% | 0.01% | -25.0% |
| Q4 2018 | $178,000 | +423.5% | 3,391 | +465.2% | 0.01% | +500.0% |
| Q3 2018 | $34,000 | +6.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $32,000 | +3.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $31,000 | -3.1% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $32,000 | +6.7% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $30,000 | – | 600 | – | 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% |