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 | $213,708 | -10.8% | 2,952 | -8.4% | 0.10% | -8.0% |
| Q2 2023 | $239,530 | -2.0% | 3,222 | -5.0% | 0.11% | -20.4% |
| Q4 2022 | $244,423 | +9.6% | 3,390 | 0.0% | 0.14% | +1.4% |
| Q3 2022 | $223,000 | -12.9% | 3,390 | -6.9% | 0.14% | -23.1% |
| Q2 2022 | $256,000 | +4.9% | 3,640 | +16.9% | 0.18% | +12.3% |
| Q1 2022 | $244,000 | -26.5% | 3,115 | -24.6% | 0.16% | -18.2% |
| Q4 2021 | $332,000 | +22.5% | 4,131 | +12.4% | 0.20% | +10.0% |
| Q3 2021 | $271,000 | 0.0% | 3,675 | 0.0% | 0.18% | -78.6% |
| Q2 2021 | $271,000 | -6.2% | 3,675 | -12.0% | 0.84% | -6.6% |
| Q1 2021 | $289,000 | -69.5% | 4,175 | -70.1% | 0.90% | -69.5% |
| Q4 2020 | $948,000 | -6.7% | 13,965 | -12.4% | 2.95% | -10.4% |
| Q3 2020 | $1,016,000 | -90.8% | 15,940 | -91.2% | 3.29% | -57.5% |
| Q2 2020 | $11,037,000 | +549.6% | 182,064 | +478.6% | 7.74% | +26.5% |
| Q1 2020 | $1,699,000 | -10.2% | 31,465 | +9.0% | 6.12% | +28.2% |
| Q4 2019 | $1,893,000 | – | 28,860 | – | 4.77% | – |
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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% |