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 | $45,022,459 | -51.8% | 622,029 | -50.5% | 0.20% | -56.0% |
| Q2 2023 | $93,358,480 | +2551.8% | 1,256,000 | +2495.0% | 0.46% | +2461.1% |
| Q1 2023 | $3,520,616 | -92.4% | 48,400 | -92.5% | 0.02% | -94.7% |
| Q4 2022 | $46,387,698 | -51.0% | 643,380 | -52.2% | 0.34% | -26.7% |
| Q2 2022 | $94,587,000 | +18556.2% | 1,347,200 | +19424.6% | 0.46% | +46000.0% |
| Q3 2021 | $507,000 | -95.9% | 6,900 | -95.9% | 0.00% | -96.4% |
| Q2 2021 | $12,425,000 | -81.6% | 168,800 | -82.7% | 0.03% | -85.9% |
| Q1 2021 | $67,557,000 | +101.9% | 976,400 | +98.1% | 0.20% | +77.7% |
| Q4 2020 | $33,464,000 | – | 492,989 | – | 0.11% | – |
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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% |