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 | $3,801,478 | -12.0% | 52,250 | -10.0% | 0.66% | +11.6% |
| Q2 2023 | $4,317,495 | +71.8% | 58,086 | +68.1% | 0.59% | +46.4% |
| Q1 2023 | $2,512,767 | +22.4% | 34,545 | +21.3% | 0.40% | +12.5% |
| Q4 2022 | $2,053,011 | +51.7% | 28,475 | +39.1% | 0.36% | +37.9% |
| Q3 2022 | $1,353,000 | +27.0% | 20,466 | +34.9% | 0.26% | +27.9% |
| Q2 2022 | $1,065,000 | -10.7% | 15,170 | -1.3% | 0.20% | +3.0% |
| Q1 2022 | $1,192,000 | -8.4% | 15,373 | -4.5% | 0.20% | -14.7% |
| Q4 2021 | $1,302,000 | +204.9% | 16,098 | +177.3% | 0.23% | +176.2% |
| Q3 2021 | $427,000 | 0.0% | 5,805 | -4.7% | 0.08% | +35.5% |
| Q2 2021 | $427,000 | -56.0% | 6,090 | -56.6% | 0.06% | -58.9% |
| Q1 2021 | $971,000 | +4.4% | 14,039 | +2.5% | 0.15% | -6.8% |
| Q4 2020 | $930,000 | +79.2% | 13,697 | +68.1% | 0.16% | +51.4% |
| Q3 2020 | $519,000 | +5.3% | 8,146 | +0.0% | 0.11% | -31.4% |
| Q2 2020 | $493,000 | +62.7% | 8,142 | +45.1% | 0.16% | +23.8% |
| Q1 2020 | $303,000 | -17.7% | 5,612 | 0.0% | 0.13% | +7.7% |
| Q4 2019 | $368,000 | – | 5,612 | – | 0.12% | – |
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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% |