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 | $28,952 | -2.6% | 400 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $29,732 | -15.9% | 400 | -17.7% | 0.01% | -22.2% |
| Q1 2023 | $35,352 | +22.6% | 486 | +21.5% | 0.01% | +12.5% |
| Q4 2022 | $28,840 | +10.9% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -26.3% | 400 | -17.5% | 0.01% | -11.1% |
| Q1 2022 | $38,000 | -84.6% | 485 | -87.9% | 0.01% | -87.3% |
| Q2 2019 | $247,000 | +5.1% | 3,997 | 0.0% | 0.07% | -1.4% |
| Q1 2019 | $235,000 | +13.0% | 3,997 | +0.5% | 0.07% | 0.0% |
| Q4 2018 | $208,000 | -20.0% | 3,979 | -12.8% | 0.07% | -12.2% |
| Q3 2018 | $260,000 | +14.0% | 4,561 | +6.3% | 0.08% | +7.9% |
| Q2 2018 | $228,000 | +2.2% | 4,292 | 0.0% | 0.08% | +55.1% |
| Q1 2018 | $223,000 | -32.2% | 4,292 | -31.2% | 0.05% | -23.4% |
| Q4 2017 | $329,000 | +813.9% | 6,242 | +680.2% | 0.06% | +540.0% |
| Q3 2016 | $36,000 | +33.3% | 800 | +24.0% | 0.01% | -33.3% |
| Q4 2015 | $27,000 | – | 645 | – | 0.02% | – |
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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% |