ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $332,000 | -9.5% | 4,725 | 0.0% | 0.06% | +7.8% |
| Q1 2022 | $367,000 | -3.9% | 4,725 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $382,000 | +20.1% | 4,725 | +9.2% | 0.05% | +8.5% |
| Q3 2021 | $318,000 | -8.6% | 4,325 | -8.5% | 0.05% | -9.6% |
| Q2 2021 | $348,000 | +6.4% | 4,725 | 0.0% | 0.05% | -3.7% |
| Q1 2021 | $327,000 | -7.6% | 4,725 | -9.5% | 0.05% | -14.3% |
| Q4 2020 | $354,000 | +3.8% | 5,220 | -7.1% | 0.06% | -19.2% |
| Q2 2020 | $341,000 | +12.2% | 5,620 | 0.0% | 0.08% | -3.7% |
| Q1 2020 | $304,000 | -17.6% | 5,620 | 0.0% | 0.08% | +3.8% |
| Q4 2019 | $369,000 | +2.5% | 5,620 | 0.0% | 0.08% | -6.0% |
| Q3 2019 | $360,000 | +3.7% | 5,620 | 0.0% | 0.08% | -2.4% |
| Q2 2019 | $347,000 | +5.2% | 5,620 | 0.0% | 0.08% | -10.5% |
| Q1 2019 | $330,000 | +11.9% | 5,620 | 0.0% | 0.10% | -2.1% |
| Q4 2018 | $295,000 | -8.4% | 5,620 | 0.0% | 0.10% | +2.1% |
| Q3 2018 | $322,000 | +7.3% | 5,620 | 0.0% | 0.10% | +1.1% |
| Q2 2018 | $300,000 | +2.7% | 5,620 | 0.0% | 0.09% | -1.1% |
| Q1 2018 | $292,000 | – | 5,620 | – | 0.10% | – |
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% |