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 | $12,943,813 | -57.4% | 178,831 | -15.2% | 4.18% | -26.1% |
Q2 2023 | $30,371,884 | +1.3% | 210,785 | -0.7% | 5.66% | -12.2% |
Q1 2023 | $29,994,660 | 0.0% | 212,259 | -1.2% | 6.44% | +35.8% |
Q4 2022 | $29,994,660 | +119.2% | 214,731 | +3.7% | 4.74% | +4.8% |
Q3 2022 | $13,685,000 | -3.5% | 207,043 | +2.5% | 4.52% | +4.8% |
Q2 2022 | $14,178,000 | -10.7% | 201,935 | -1.3% | 4.32% | -8.3% |
Q1 2022 | $15,868,000 | -0.7% | 204,493 | +3.5% | 4.71% | -2.0% |
Q4 2021 | $15,981,000 | +51.8% | 197,525 | +38.0% | 4.81% | +44.5% |
Q3 2021 | $10,525,000 | -17.8% | 143,178 | -17.7% | 3.32% | -13.6% |
Q2 2021 | $12,808,000 | +13.8% | 174,034 | +7.0% | 3.85% | -1.0% |
Q1 2021 | $11,255,000 | +2.5% | 162,605 | +0.5% | 3.89% | +9.6% |
Q4 2020 | $10,981,000 | +15.0% | 161,822 | +8.0% | 3.55% | -4.4% |
Q3 2020 | $9,547,000 | +5.8% | 149,822 | +0.5% | 3.71% | -4.2% |
Q2 2020 | $9,023,000 | -7.5% | 149,132 | -17.3% | 3.87% | -22.0% |
Q1 2020 | $9,759,000 | -21.8% | 180,354 | -5.2% | 4.96% | -7.4% |
Q4 2019 | $12,477,000 | – | 190,201 | – | 5.36% | – |
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% |