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 | $258,397 | +9.0% | 3,570 | +11.9% | 0.03% | +8.0% |
| Q2 2023 | $237,113 | -95.6% | 3,190 | -95.7% | 0.02% | -91.5% |
| Q1 2023 | $5,450,677 | -0.4% | 74,933 | -1.2% | 0.29% | -11.2% |
| Q4 2022 | $5,470,774 | +11.3% | 75,878 | +2.1% | 0.33% | -0.3% |
| Q3 2022 | $4,914,000 | -4.9% | 74,352 | +1.0% | 0.33% | -4.0% |
| Q2 2022 | $5,168,000 | -7.4% | 73,593 | +2.3% | 0.35% | +2.4% |
| Q1 2022 | $5,580,000 | -4.2% | 71,935 | -0.1% | 0.34% | -6.9% |
| Q4 2021 | $5,825,000 | +33.1% | 72,010 | +20.9% | 0.36% | +21.8% |
| Q3 2021 | $4,378,000 | +0.3% | 59,564 | +0.5% | 0.30% | -5.1% |
| Q2 2021 | $4,363,000 | -4.0% | 59,281 | -9.8% | 0.31% | -19.3% |
| Q1 2021 | $4,545,000 | -7.1% | 65,697 | -8.9% | 0.39% | -11.4% |
| Q4 2020 | $4,894,000 | -36.2% | 72,086 | -44.7% | 0.44% | -15.9% |
| Q3 2020 | $7,665,000 | +93.7% | 130,318 | +99.6% | 0.52% | +2.0% |
| Q2 2020 | $3,958,000 | +11.2% | 65,282 | -1.0% | 0.51% | -17.8% |
| Q1 2020 | $3,560,000 | -47.2% | 65,915 | -35.8% | 0.62% | -27.1% |
| Q4 2019 | $6,739,000 | +56.3% | 102,717 | +52.7% | 0.86% | +22.7% |
| Q3 2019 | $4,311,000 | -3.0% | 67,249 | -6.6% | 0.70% | -20.3% |
| Q2 2019 | $4,446,000 | +141.1% | 72,021 | +104.7% | 0.88% | +87.4% |
| Q4 2018 | $1,844,000 | +0.8% | 35,183 | +9.7% | 0.47% | +61.6% |
| Q3 2018 | $1,829,000 | +107.6% | 32,065 | +93.6% | 0.29% | +17.5% |
| Q2 2018 | $881,000 | -1.9% | 16,565 | -4.2% | 0.25% | -6.1% |
| Q1 2018 | $898,000 | -42.9% | 17,283 | -42.0% | 0.26% | -23.8% |
| Q4 2017 | $1,572,000 | +20.6% | 29,779 | +15.0% | 0.34% | +12.8% |
| Q3 2017 | $1,303,000 | – | 25,886 | – | 0.30% | – |
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% |