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 | $1,364,377 | -17.9% | 18,850 | -15.7% | 0.10% | -11.9% |
| Q2 2023 | $1,661,723 | +13.6% | 22,356 | +11.2% | 0.11% | +36.2% |
| Q1 2023 | $1,462,851 | +35.7% | 20,111 | +34.5% | 0.08% | +14.3% |
| Q4 2022 | $1,078,234 | +8.8% | 14,955 | -0.2% | 0.07% | -2.8% |
| Q3 2022 | $991,000 | +35.2% | 14,991 | +43.6% | 0.07% | +38.5% |
| Q2 2022 | $733,000 | -50.1% | 10,441 | -44.9% | 0.05% | -42.2% |
| Q1 2022 | $1,470,000 | -4.1% | 18,955 | +0.0% | 0.09% | -5.3% |
| Q4 2021 | $1,533,000 | +229.0% | 18,947 | +175.8% | 0.10% | +115.9% |
| Q4 2020 | $466,000 | -45.9% | 6,870 | -49.2% | 0.04% | -33.3% |
| Q3 2020 | $862,000 | +140.8% | 13,532 | +129.4% | 0.07% | +37.5% |
| Q2 2020 | $358,000 | -8.4% | 5,899 | -18.5% | 0.05% | -23.8% |
| Q1 2020 | $391,000 | -71.3% | 7,238 | -65.1% | 0.06% | -67.5% |
| Q4 2019 | $1,362,000 | +26.1% | 20,766 | +23.2% | 0.19% | +9.0% |
| Q3 2019 | $1,080,000 | – | 16,853 | – | 0.18% | – |
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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% |