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 | $246,707 | -21.4% | 3,409 | -19.3% | 0.08% | -22.6% |
| Q2 2023 | $313,858 | -18.0% | 4,223 | -19.8% | 0.11% | -14.5% |
| Q1 2023 | $382,976 | +0.9% | 5,265 | 0.0% | 0.12% | -3.9% |
| Q4 2022 | $379,607 | +3.7% | 5,265 | -4.8% | 0.13% | -9.2% |
| Q3 2022 | $366,000 | -6.9% | 5,532 | 0.0% | 0.14% | -4.1% |
| Q2 2022 | $393,000 | -6.2% | 5,532 | +2.5% | 0.15% | +0.7% |
| Q1 2022 | $419,000 | +55.2% | 5,398 | +61.8% | 0.15% | +53.1% |
| Q4 2021 | $270,000 | +16.4% | 3,336 | +5.8% | 0.10% | +4.3% |
| Q3 2021 | $232,000 | +427.3% | 3,153 | +428.1% | 0.09% | +300.0% |
| Q2 2021 | $44,000 | +37.5% | 597 | +28.9% | 0.02% | +27.8% |
| Q1 2021 | $32,000 | -22.0% | 463 | -22.4% | 0.02% | -30.8% |
| Q4 2020 | $41,000 | +105.0% | 597 | +88.3% | 0.03% | +73.3% |
| Q3 2020 | $20,000 | +53.8% | 317 | +49.5% | 0.02% | +50.0% |
| Q2 2020 | $13,000 | – | 212 | – | 0.01% | – |
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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% |