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 | $8,357,472 | -4.1% | 115,467 | -1.5% | 2.33% | -2.7% |
| Q2 2023 | $8,710,330 | +1.1% | 117,185 | -1.1% | 2.39% | -5.6% |
| Q1 2023 | $8,615,949 | -1.5% | 118,449 | -2.4% | 2.53% | -19.8% |
| Q4 2022 | $8,748,471 | +7.7% | 121,338 | -1.3% | 3.16% | -2.8% |
| Q3 2022 | $8,124,000 | -10.1% | 122,909 | -4.5% | 3.25% | -7.3% |
| Q2 2022 | $9,034,000 | -11.3% | 128,676 | -2.0% | 3.51% | -6.3% |
| Q1 2022 | $10,185,000 | +0.5% | 131,298 | -1.5% | 3.74% | -1.8% |
| Q4 2021 | $10,139,000 | -0.4% | 133,337 | -3.7% | 3.81% | -5.2% |
| Q3 2021 | $10,182,000 | +8.5% | 138,524 | +8.6% | 4.02% | -7.0% |
| Q2 2021 | $9,387,000 | +6.3% | 127,525 | -0.1% | 4.32% | +0.6% |
| Q1 2021 | $8,834,000 | -6.2% | 127,683 | -8.4% | 4.29% | -17.4% |
| Q4 2020 | $9,422,000 | +2.3% | 139,375 | -3.6% | 5.20% | -11.5% |
| Q3 2020 | $9,214,000 | +2.7% | 144,583 | -2.3% | 5.87% | -16.4% |
| Q2 2020 | $8,974,000 | +13.7% | 148,010 | +1.3% | 7.03% | -13.0% |
| Q1 2020 | $7,891,000 | -21.6% | 146,102 | -1.8% | 8.07% | +12.8% |
| Q4 2019 | $10,061,000 | +8.6% | 148,787 | +2.9% | 7.16% | -0.6% |
| Q3 2019 | $9,267,000 | +5.0% | 144,577 | +1.1% | 7.20% | +1.5% |
| Q2 2019 | $8,828,000 | +3.8% | 143,006 | -1.2% | 7.10% | +3.1% |
| Q1 2019 | $8,508,000 | +16.8% | 144,692 | +4.1% | 6.89% | -18.8% |
| Q4 2018 | $7,286,000 | – | 139,048 | – | 8.48% | – |
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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% |