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 | $7,379,975 | -57.4% | 101,962 | -56.2% | 0.30% | -12.1% |
| Q2 2023 | $17,308,538 | +247.5% | 232,860 | +240.0% | 0.34% | +20.1% |
| Q1 2023 | $4,981,397 | +23.5% | 68,482 | +22.4% | 0.28% | +126.4% |
| Q4 2022 | $4,034,218 | +19.7% | 55,953 | +9.7% | 0.12% | -57.0% |
| Q3 2022 | $3,370,000 | +9.8% | 50,989 | +16.6% | 0.29% | +13.2% |
| Q2 2022 | $3,070,000 | -2.4% | 43,730 | +7.9% | 0.26% | +15.8% |
| Q1 2022 | $3,144,000 | -4.3% | 40,532 | -0.2% | 0.22% | -5.5% |
| Q4 2021 | $3,286,000 | +64.2% | 40,618 | +49.2% | 0.24% | +35.1% |
| Q3 2021 | $2,001,000 | -21.7% | 27,225 | -21.6% | 0.17% | -23.3% |
| Q2 2021 | $2,557,000 | +3.4% | 34,734 | -2.8% | 0.23% | -9.9% |
| Q1 2021 | $2,472,000 | -27.2% | 35,724 | -28.6% | 0.25% | -36.0% |
| Q4 2020 | $3,395,000 | +23.5% | 50,012 | +16.0% | 0.39% | +2.6% |
| Q3 2020 | $2,748,000 | +11.0% | 43,125 | +5.7% | 0.38% | -2.0% |
| Q2 2020 | $2,475,000 | +10.3% | 40,814 | +7.6% | 0.39% | -6.2% |
| Q1 2020 | $2,244,000 | +443.3% | 37,925 | +503.6% | 0.42% | +397.6% |
| Q4 2019 | $413,000 | +78.8% | 6,283 | +73.4% | 0.08% | +55.6% |
| Q3 2019 | $231,000 | -93.1% | 3,623 | -92.9% | 0.05% | -81.4% |
| Q3 2011 | $3,370,000 | – | 50,989 | – | 0.29% | – |
Download | ||||||
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% |