ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $598,000 | -17.3% | 9,051 | -12.2% | 0.77% | -1.5% |
| Q2 2022 | $723,000 | -15.6% | 10,304 | -6.7% | 0.78% | +11.5% |
| Q1 2022 | $857,000 | -65.0% | 11,048 | -63.5% | 0.70% | -51.4% |
| Q4 2021 | $2,450,000 | +387.1% | 30,285 | +342.4% | 1.45% | +365.6% |
| Q3 2021 | $503,000 | -6.7% | 6,846 | -6.4% | 0.31% | -4.9% |
| Q2 2021 | $539,000 | -25.9% | 7,318 | -30.3% | 0.33% | -36.6% |
| Q1 2021 | $727,000 | -60.5% | 10,501 | -61.3% | 0.52% | -70.4% |
| Q4 2020 | $1,841,000 | -10.8% | 27,124 | -16.2% | 1.74% | -18.8% |
| Q3 2020 | $2,063,000 | +1.1% | 32,372 | -3.8% | 2.15% | +3.8% |
| Q2 2020 | $2,040,000 | -24.2% | 33,648 | -32.4% | 2.07% | -35.7% |
| Q1 2020 | $2,690,000 | +88.5% | 49,801 | +135.6% | 3.22% | +238.5% |
| Q4 2019 | $1,427,000 | – | 21,142 | – | 0.95% | – |
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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% |