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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $216,000 | -94.3% | 3,021 | -93.7% | 0.06% | -92.2% |
| Q1 2022 | $3,761,000 | +104.4% | 47,976 | +66.2% | 0.84% | +28.5% |
| Q3 2020 | $1,840,000 | +13.3% | 28,875 | +9.2% | 0.65% | +1.1% |
| Q2 2020 | $1,624,000 | -17.9% | 26,441 | -23.0% | 0.64% | -36.8% |
| Q1 2020 | $1,978,000 | +572.8% | 34,336 | +640.0% | 1.02% | +653.3% |
| Q3 2019 | $294,000 | +3.5% | 4,640 | +0.8% | 0.14% | +6.3% |
| Q2 2019 | $284,000 | +12.7% | 4,605 | +7.3% | 0.13% | +7.6% |
| Q1 2019 | $252,000 | – | 4,291 | – | 0.12% | – |
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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% |