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 | $2,664,729 | -2.5% | 36,747 | -0.1% | 1.14% | +0.7% |
| Q2 2023 | $2,733,262 | +10.6% | 36,772 | +8.2% | 1.13% | +6.2% |
| Q1 2023 | $2,471,736 | +13.5% | 33,980 | +12.5% | 1.07% | +0.9% |
| Q4 2022 | $2,177,532 | +7.1% | 30,202 | -1.8% | 1.06% | +3.4% |
| Q3 2022 | $2,034,000 | -5.2% | 30,771 | +0.7% | 1.02% | -3.5% |
| Q2 2022 | $2,146,000 | -25.9% | 30,569 | -18.1% | 1.06% | -4.7% |
| Q1 2022 | $2,896,000 | -12.5% | 37,338 | -8.8% | 1.11% | -8.5% |
| Q4 2021 | $3,310,000 | +5.4% | 40,920 | -4.2% | 1.22% | +0.4% |
| Q3 2021 | $3,139,000 | -7.5% | 42,704 | -7.3% | 1.21% | -11.9% |
| Q2 2021 | $3,392,000 | -11.5% | 46,083 | -16.8% | 1.37% | -22.5% |
| Q1 2021 | $3,833,000 | -4.6% | 55,396 | -6.4% | 1.77% | -19.1% |
| Q4 2020 | $4,017,000 | -35.8% | 59,185 | -39.7% | 2.19% | -47.1% |
| Q3 2020 | $6,257,000 | +1.8% | 98,183 | -3.2% | 4.14% | -16.3% |
| Q2 2020 | $6,148,000 | +15.4% | 101,411 | +2.8% | 4.95% | -11.8% |
| Q1 2020 | $5,327,000 | -22.8% | 98,636 | -6.2% | 5.61% | +7.1% |
| Q4 2019 | $6,899,000 | +8.6% | 105,170 | +6.1% | 5.24% | -4.9% |
| Q3 2019 | $6,351,000 | – | 99,082 | – | 5.52% | – |
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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% |