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 | $5,092,034 | -14.8% | 70,351 | -12.5% | 0.09% | -5.3% |
| Q2 2023 | $5,978,689 | +16.8% | 80,434 | +14.3% | 0.10% | +4.4% |
| Q1 2023 | $5,119,979 | +0.7% | 70,387 | -0.2% | 0.09% | -7.1% |
| Q4 2022 | $5,084,809 | +8.3% | 70,524 | -0.7% | 0.10% | -3.0% |
| Q3 2022 | $4,693,000 | -5.3% | 70,997 | +0.5% | 0.10% | -10.6% |
| Q2 2022 | $4,958,000 | -14.4% | 70,611 | -5.5% | 0.11% | -0.9% |
| Q1 2022 | $5,795,000 | -20.5% | 74,717 | -17.1% | 0.11% | -20.3% |
| Q4 2021 | $7,292,000 | +1513.3% | 90,134 | +1365.1% | 0.14% | +1200.0% |
| Q3 2021 | $452,000 | +3.0% | 6,152 | +3.1% | 0.01% | 0.0% |
| Q2 2021 | $439,000 | +6.3% | 5,969 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $413,000 | +4.6% | 5,969 | +2.5% | 0.01% | -7.7% |
| Q4 2020 | $395,000 | +56.7% | 5,826 | +51.4% | 0.01% | -18.8% |
| Q4 2019 | $252,000 | -88.3% | 3,848 | -94.2% | 0.02% | -98.3% |
| Q2 2013 | $2,148,000 | – | 65,951 | – | 0.93% | – |
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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% |