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 | $3,906,208 | -1.9% | 53,681 | +0.2% | 2.05% | +3.5% |
| Q2 2023 | $3,983,791 | +3.9% | 53,596 | +1.7% | 1.98% | +4.5% |
| Q1 2023 | $3,832,817 | +0.9% | 52,692 | -0.0% | 1.90% | +3.0% |
| Q4 2022 | $3,799,454 | +127.5% | 52,697 | +108.6% | 1.84% | +115.4% |
| Q3 2022 | $1,670,000 | -18.8% | 25,258 | -13.7% | 0.86% | -15.8% |
| Q2 2022 | $2,056,000 | -5.5% | 29,278 | +4.4% | 1.02% | +19.0% |
| Q1 2022 | $2,175,000 | -19.1% | 28,037 | -15.6% | 0.85% | +12.5% |
| Q4 2021 | $2,687,000 | – | 33,211 | – | 0.76% | – |
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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% |