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 | $8,488,098 | +11.2% | 117,271 | +14.2% | 1.18% | +9.4% |
| Q2 2023 | $7,635,649 | +5.3% | 102,726 | +3.0% | 1.08% | -4.7% |
| Q1 2023 | $7,253,708 | -3.8% | 99,721 | -4.7% | 1.14% | -19.7% |
| Q4 2022 | $7,543,166 | +11.8% | 104,621 | +2.5% | 1.41% | +11.3% |
| Q3 2022 | $6,746,000 | +116.3% | 102,068 | +478.3% | 1.27% | +107.9% |
| Q2 2022 | $3,119,000 | -8.9% | 17,649 | -62.3% | 0.61% | +14.8% |
| Q1 2022 | $3,422,000 | -48.0% | 46,842 | -61.5% | 0.53% | -74.2% |
| Q1 2020 | $6,578,000 | +0.2% | 121,801 | +21.7% | 2.07% | -3.8% |
| Q4 2019 | $6,565,000 | – | 100,077 | – | 2.15% | – |
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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% |