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 | $25,736 | -2.3% | 355 | +0.3% | 0.04% | +2.3% |
| Q2 2023 | $26,355 | +2.6% | 354 | +0.3% | 0.04% | -2.2% |
| Q1 2023 | $25,692 | +95055.6% | 353 | -4.9% | 0.04% | -13.5% |
| Q4 2022 | $27 | -99.9% | 371 | -5.6% | 0.05% | -5.5% |
| Q3 2022 | $26,000 | -7.1% | 393 | -1.0% | 0.06% | -11.3% |
| Q2 2022 | $28,000 | -9.7% | 397 | -2.0% | 0.06% | +1.6% |
| Q1 2022 | $31,000 | -8.8% | 405 | -4.7% | 0.06% | +17.3% |
| Q4 2021 | $34,000 | +6.2% | 425 | -1.4% | 0.05% | 0.0% |
| Q3 2021 | $32,000 | -3.0% | 431 | -3.1% | 0.05% | -5.5% |
| Q2 2021 | $33,000 | +6.5% | 445 | -1.8% | 0.06% | -1.8% |
| Q1 2021 | $31,000 | -6.1% | 453 | -5.6% | 0.06% | -6.7% |
| Q4 2020 | $33,000 | +200.0% | 480 | +180.7% | 0.06% | +150.0% |
| Q3 2019 | $11,000 | 0.0% | 171 | -1.2% | 0.02% | +33.3% |
| Q2 2019 | $11,000 | +450.0% | 173 | +408.8% | 0.02% | +500.0% |
| Q3 2018 | $2,000 | – | 34 | – | 0.00% | – |
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% |