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 | $5,656,425 | -4.0% | 78,149 | -1.4% | 6.20% | -3.0% |
| Q2 2023 | $5,893,775 | -10.2% | 79,292 | -12.1% | 6.40% | -14.0% |
| Q1 2023 | $6,563,000 | +0.9% | 90,226 | 0.0% | 7.44% | +69.7% |
| Q4 2022 | $6,505,000 | +8.9% | 90,226 | -0.1% | 4.38% | -2.2% |
| Q3 2022 | $5,971,000 | -4.8% | 90,333 | +1.1% | 4.48% | -2.8% |
| Q2 2022 | $6,272,000 | -7.6% | 89,332 | +2.1% | 4.61% | +16.0% |
| Q1 2022 | $6,789,000 | -4.1% | 87,525 | 0.0% | 3.97% | +2.9% |
| Q4 2021 | $7,081,000 | +12.6% | 87,525 | +2.3% | 3.86% | +7.3% |
| Q3 2021 | $6,286,000 | +10.1% | 85,523 | +10.3% | 3.60% | +10.1% |
| Q2 2021 | $5,708,000 | +656.0% | 77,541 | +611.1% | 3.27% | +601.9% |
| Q1 2021 | $755,000 | – | 10,905 | – | 0.47% | – |
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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% |