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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $802,514 | -2.8% | 11,109 | 0.0% | 0.11% | -2.7% |
| Q2 2023 | $825,732 | +2.2% | 11,109 | 0.0% | 0.11% | -10.4% |
| Q1 2023 | $808,069 | +0.9% | 11,109 | 0.0% | 0.12% | +1.6% |
| Q4 2022 | $800,959 | +2.7% | 11,109 | -5.8% | 0.12% | -5.4% |
| Q3 2022 | $780,000 | -13.2% | 11,799 | -7.8% | 0.13% | -5.1% |
| Q2 2022 | $899,000 | -19.6% | 12,799 | -11.2% | 0.14% | -12.2% |
| Q1 2022 | $1,118,000 | -9.2% | 14,411 | -5.3% | 0.16% | -10.9% |
| Q4 2021 | $1,231,000 | -6.5% | 15,211 | -15.1% | 0.18% | -15.9% |
| Q3 2021 | $1,316,000 | -2.3% | 17,911 | -2.1% | 0.21% | -3.7% |
| Q2 2021 | $1,347,000 | +3.5% | 18,298 | -2.7% | 0.22% | -3.1% |
| Q1 2021 | $1,301,000 | +2.0% | 18,798 | 0.0% | 0.22% | -6.3% |
| Q4 2020 | $1,276,000 | +6.9% | 18,798 | +0.3% | 0.24% | -9.8% |
| Q3 2020 | $1,194,000 | +5.9% | 18,733 | +0.7% | 0.26% | 0.0% |
| Q2 2020 | $1,128,000 | +12.4% | 18,598 | 0.0% | 0.26% | -2.6% |
| Q1 2020 | $1,004,000 | -17.7% | 18,598 | 0.0% | 0.27% | +5.9% |
| Q4 2019 | $1,220,000 | -34.0% | 18,598 | -35.7% | 0.26% | -37.3% |
| Q3 2019 | $1,849,000 | -26.9% | 28,914 | -29.4% | 0.41% | -31.1% |
| Q2 2019 | $2,530,000 | -7.8% | 40,982 | -12.1% | 0.59% | -12.8% |
| Q1 2019 | $2,743,000 | +95.5% | 46,642 | +74.2% | 0.68% | +64.8% |
| Q4 2018 | $1,403,000 | – | 26,773 | – | 0.41% | – |
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% |