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 | $328,398 | -26.1% | 4,537 | -24.2% | 0.04% | -25.9% |
| Q2 2023 | $444,652 | +6.3% | 5,982 | +4.0% | 0.06% | 0.0% |
| Q1 2023 | $418,288 | +0.5% | 5,750 | -0.4% | 0.06% | -6.5% |
| Q4 2022 | $416,306 | -0.6% | 5,774 | -8.9% | 0.06% | -7.5% |
| Q3 2022 | $419,000 | -14.1% | 6,341 | -8.9% | 0.07% | 0.0% |
| Q2 2022 | $488,000 | -27.5% | 6,957 | -19.8% | 0.07% | -18.3% |
| Q1 2022 | $673,000 | -10.1% | 8,674 | -6.3% | 0.08% | -5.7% |
| Q4 2021 | $749,000 | +2.0% | 9,258 | -7.2% | 0.09% | -5.4% |
| Q3 2021 | $734,000 | +5.9% | 9,981 | +6.0% | 0.09% | +3.4% |
| Q2 2021 | $693,000 | -13.0% | 9,417 | -18.3% | 0.09% | -20.5% |
| Q1 2021 | $797,000 | -11.3% | 11,523 | -13.0% | 0.11% | -17.6% |
| Q4 2020 | $899,000 | – | 13,247 | – | 0.14% | – |
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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% |