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 | $1,778,015 | +24.1% | 24,565 | +27.4% | 0.04% | +18.4% |
Q2 2023 | $1,433,082 | +170.9% | 19,280 | +182.7% | 0.04% | +52.0% |
Q1 2022 | $529,000 | -70.0% | 6,819 | -71.5% | 0.02% | -82.1% |
Q3 2021 | $1,762,000 | +109.0% | 23,966 | +109.3% | 0.14% | +97.2% |
Q2 2021 | $843,000 | +305.3% | 11,453 | +273.1% | 0.07% | +222.7% |
Q4 2020 | $208,000 | -94.3% | 3,070 | -94.7% | 0.02% | -90.6% |
Q3 2020 | $3,658,000 | +65.1% | 57,400 | +57.1% | 0.24% | +52.6% |
Q2 2020 | $2,215,000 | -27.0% | 36,528 | -35.0% | 0.15% | -30.0% |
Q1 2020 | $3,033,000 | +152.3% | 56,158 | +206.4% | 0.22% | +209.9% |
Q4 2019 | $1,202,000 | +128.1% | 18,329 | +122.9% | 0.07% | +54.3% |
Q3 2019 | $527,000 | – | 8,223 | – | 0.05% | – |
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% |