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 | $725,899 | -18.8% | 10,029 | -16.6% | 0.47% | -19.8% |
| Q2 2023 | $894,116 | -11.9% | 12,029 | -13.8% | 0.59% | -13.7% |
| Q1 2023 | $1,015,450 | -9.0% | 13,960 | -9.8% | 0.68% | -16.9% |
| Q4 2022 | $1,115,387 | +12.4% | 15,470 | +3.1% | 0.82% | +2.5% |
| Q3 2022 | $992,000 | -24.1% | 15,010 | -19.3% | 0.80% | -21.2% |
| Q2 2022 | $1,307,000 | -36.9% | 18,610 | -30.2% | 1.01% | -18.7% |
| Q1 2022 | $2,070,000 | -7.1% | 26,680 | -3.1% | 1.25% | -1.6% |
| Q4 2021 | $2,228,000 | +1.5% | 27,542 | -7.7% | 1.27% | -4.6% |
| Q3 2021 | $2,194,000 | +4.1% | 29,846 | +4.3% | 1.33% | +1.2% |
| Q2 2021 | $2,107,000 | +9.0% | 28,627 | +2.5% | 1.31% | -2.8% |
| Q1 2021 | $1,933,000 | -15.1% | 27,941 | -16.7% | 1.35% | -19.9% |
| Q4 2020 | $2,276,000 | – | 33,533 | – | 1.68% | – |
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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% |