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 | $1,051,562 | -2.6% | 14,528 | 0.0% | 0.34% | +3.6% |
| Q2 2023 | $1,079,892 | +2.2% | 14,528 | 0.0% | 0.33% | -3.5% |
| Q1 2023 | $1,056,784 | +0.9% | 14,528 | 0.0% | 0.34% | -4.5% |
| Q4 2022 | $1,047,477 | +9.1% | 14,528 | 0.0% | 0.36% | -2.2% |
| Q3 2022 | $960,000 | -9.2% | 14,528 | -3.5% | 0.37% | +35.6% |
| Q2 2022 | $1,057,000 | -9.5% | 15,060 | 0.0% | 0.27% | +5.9% |
| Q1 2022 | $1,168,000 | -100.0% | 15,060 | -82.7% | 0.26% | -96.1% |
| Q4 2021 | $7,044,860,000 | +614634.7% | 87,081 | +458.6% | 6.53% | +2326.0% |
| Q3 2021 | $1,146,000 | +0.3% | 15,588 | +0.4% | 0.27% | -0.4% |
| Q2 2021 | $1,143,000 | +6.2% | 15,528 | -0.2% | 0.27% | -2.2% |
| Q1 2021 | $1,076,000 | +2.5% | 15,553 | +0.5% | 0.28% | -6.8% |
| Q4 2020 | $1,050,000 | – | 15,472 | – | 0.30% | – |
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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% |