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 | $7,581,501 | -2.5% | 104,746 | +0.2% | 5.83% | +0.1% |
| Q2 2023 | $7,773,045 | +2.2% | 104,575 | +0.0% | 5.83% | -12.3% |
| Q1 2023 | $7,603,723 | +1.0% | 104,533 | +0.1% | 6.65% | -12.8% |
| Q4 2022 | $7,528,370 | +7.8% | 104,416 | -1.1% | 7.62% | +9.3% |
| Q3 2022 | $6,981,000 | -5.4% | 105,616 | +0.5% | 6.98% | +6.2% |
| Q2 2022 | $7,376,000 | -12.5% | 105,056 | -3.3% | 6.57% | +8.3% |
| Q1 2022 | $8,428,000 | -6.5% | 108,646 | -2.5% | 6.06% | +10.1% |
| Q4 2021 | $9,015,000 | +10.9% | 111,437 | +0.7% | 5.51% | -0.3% |
| Q3 2021 | $8,132,000 | +0.1% | 110,646 | +0.3% | 5.53% | -4.1% |
| Q2 2021 | $8,121,000 | +7.2% | 110,322 | +0.7% | 5.76% | -2.1% |
| Q1 2021 | $7,577,000 | +3.9% | 109,505 | +1.9% | 5.89% | -3.6% |
| Q4 2020 | $7,293,000 | +4.4% | 107,435 | -2.0% | 6.11% | -7.1% |
| Q3 2020 | $6,987,000 | +4.4% | 109,642 | -0.7% | 6.58% | -5.0% |
| Q2 2020 | $6,691,000 | +12.6% | 110,363 | +0.3% | 6.92% | -17.8% |
| Q1 2020 | $5,942,000 | -17.7% | 110,025 | +0.0% | 8.42% | +20.4% |
| Q4 2019 | $7,216,000 | – | 110,007 | – | 6.99% | – |
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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% |