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 | $6,181,475 | -5.6% | 85,403 | -3.1% | 0.57% | -8.7% |
| Q2 2023 | $6,551,460 | +16.9% | 88,140 | +14.4% | 0.62% | +8.1% |
| Q1 2023 | $5,606,429 | +56.1% | 77,075 | +54.7% | 0.58% | +38.7% |
| Q4 2022 | $3,591,234 | +11.7% | 49,809 | +2.4% | 0.42% | +8.1% |
| Q3 2022 | $3,215,000 | +10.9% | 48,645 | +17.8% | 0.38% | +7.8% |
| Q2 2022 | $2,899,000 | -9.0% | 41,294 | +0.5% | 0.36% | -3.5% |
| Q1 2022 | $3,187,000 | -2.6% | 41,090 | +1.6% | 0.37% | -10.4% |
| Q4 2021 | $3,271,000 | +42.9% | 40,427 | +29.8% | 0.41% | +16.0% |
| Q3 2021 | $2,289,000 | -30.2% | 31,146 | -30.1% | 0.36% | -30.7% |
| Q2 2021 | $3,281,000 | -4.3% | 44,575 | -10.1% | 0.51% | -29.5% |
| Q1 2021 | $3,430,000 | -9.9% | 49,580 | -11.6% | 0.73% | -23.7% |
| Q4 2020 | $3,805,000 | +20.5% | 56,062 | +13.1% | 0.96% | -2.1% |
| Q3 2020 | $3,158,000 | +26.6% | 49,558 | +20.5% | 0.98% | +11.1% |
| Q2 2020 | $2,494,000 | +106.6% | 41,132 | +84.1% | 0.88% | +24.7% |
| Q1 2020 | $1,207,000 | +142.4% | 22,342 | +194.5% | 0.70% | +106.1% |
| Q4 2019 | $498,000 | +5.1% | 7,587 | +2.7% | 0.34% | -4.2% |
| Q3 2019 | $474,000 | +53.9% | 7,387 | +48.1% | 0.36% | +35.7% |
| Q2 2019 | $308,000 | +49.5% | 4,987 | +42.5% | 0.26% | +40.6% |
| Q1 2019 | $206,000 | – | 3,500 | – | 0.19% | – |
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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% |