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 | $5,577,321 | -5.4% | 77,056 | -2.9% | 4.91% | +0.6% |
Q2 2023 | $5,897,354 | +0.9% | 79,340 | -1.3% | 4.88% | -6.5% |
Q1 2023 | $5,847,408 | -3.2% | 80,388 | -4.0% | 5.22% | -7.5% |
Q4 2022 | $6,039,828 | +9.0% | 83,770 | -0.1% | 5.65% | -1.3% |
Q3 2022 | $5,541,000 | -6.3% | 83,820 | -0.5% | 5.72% | -0.3% |
Q2 2022 | $5,912,000 | -15.3% | 84,209 | -6.4% | 5.74% | +0.3% |
Q1 2022 | $6,976,000 | -13.6% | 89,936 | -9.8% | 5.72% | -3.0% |
Q4 2021 | $8,070,000 | -3.1% | 99,749 | -12.0% | 5.90% | -11.4% |
Q3 2021 | $8,331,000 | -99.9% | 113,341 | -11.9% | 6.66% | -9.3% |
Q2 2021 | $9,644,322,000 | -4.2% | 128,659 | -9.8% | 7.34% | -12.7% |
Q1 2021 | $10,064,389,000 | -18.0% | 142,676 | -22.5% | 8.41% | -26.3% |
Q4 2020 | $12,279,719,000 | – | 184,187 | – | 11.41% | – |
Download |
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% |