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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $286,691 | +14.5% | 3,857 | +12.1% | 0.17% | +21.4% |
| Q1 2023 | $250,371 | +73.3% | 3,442 | +71.8% | 0.14% | +72.8% |
| Q4 2022 | $144,488 | -16.0% | 2,004 | -22.9% | 0.08% | -12.0% |
| Q3 2022 | $172,000 | -16.5% | 2,600 | -11.3% | 0.09% | 0.0% |
| Q2 2022 | $206,000 | -31.8% | 2,930 | -24.8% | 0.09% | -24.0% |
| Q1 2022 | $302,000 | -23.9% | 3,897 | -20.6% | 0.12% | -21.4% |
| Q4 2021 | $397,000 | -3.2% | 4,911 | -12.1% | 0.15% | -8.3% |
| Q3 2021 | $410,000 | -10.7% | 5,584 | -10.5% | 0.17% | -11.6% |
| Q2 2021 | $459,000 | -11.9% | 6,239 | -17.1% | 0.19% | -30.7% |
| Q1 2021 | $521,000 | -32.7% | 7,527 | -34.0% | 0.27% | -62.6% |
| Q4 2020 | $774,000 | – | 11,398 | – | 0.73% | – |
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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% |