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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $292,271 | +2.4% | 3,932 | +0.2% | 0.06% | -3.2% |
| Q1 2023 | $285,510 | -5.0% | 3,925 | -5.8% | 0.06% | -10.0% |
| Q4 2022 | $300,478 | +6.9% | 4,168 | -1.9% | 0.07% | -1.4% |
| Q3 2022 | $281,000 | -7.6% | 4,247 | -2.1% | 0.07% | -4.1% |
| Q2 2022 | $304,000 | -11.1% | 4,336 | -1.7% | 0.07% | -15.9% |
| Q1 2022 | $342,000 | -5.8% | 4,412 | -1.8% | 0.09% | -8.3% |
| Q4 2021 | $363,000 | +0.3% | 4,491 | -8.9% | 0.10% | -8.6% |
| Q3 2021 | $362,000 | -4.2% | 4,929 | 0.0% | 0.10% | -3.7% |
| Q2 2021 | $378,000 | -14.3% | 4,929 | -22.7% | 0.11% | -21.6% |
| Q1 2021 | $441,000 | -55.7% | 6,379 | -56.5% | 0.14% | -57.8% |
| Q4 2020 | $996,000 | – | 14,667 | – | 0.33% | – |
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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% |