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 | $786,192 | -2.7% | 10,862 | -0.0% | 0.38% | +0.5% |
| Q2 2023 | $807,744 | +6.2% | 10,867 | +4.0% | 0.38% | -6.2% |
| Q1 2023 | $760,424 | +8.9% | 10,454 | +7.9% | 0.41% | -1.7% |
| Q4 2022 | $698,577 | +9.0% | 9,689 | -0.0% | 0.41% | +0.7% |
| Q3 2022 | $641,000 | -5.9% | 9,692 | -0.1% | 0.41% | -2.1% |
| Q2 2022 | $681,000 | -10.0% | 9,698 | -0.6% | 0.42% | 0.0% |
| Q1 2022 | $757,000 | -5.5% | 9,756 | -1.4% | 0.42% | -0.5% |
| Q4 2021 | $801,000 | +12.8% | 9,898 | +2.5% | 0.42% | +4.5% |
| Q3 2021 | $710,000 | +1.3% | 9,661 | +1.4% | 0.40% | -1.2% |
| Q2 2021 | $701,000 | +3.2% | 9,523 | -3.0% | 0.41% | -4.9% |
| Q1 2021 | $679,000 | +1.5% | 9,817 | -0.4% | 0.43% | -4.9% |
| Q4 2020 | $669,000 | – | 9,854 | – | 0.45% | – |
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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% |