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 2022 | $283,401 | -27.4% | 4,036 | -19.7% | 0.20% | -26.8% |
| Q1 2022 | $390,116 | -15.3% | 5,029 | -11.7% | 0.27% | -13.1% |
| Q4 2021 | $460,750 | +10.6% | 5,695 | +0.5% | 0.31% | -0.6% |
| Q3 2021 | $416,594 | -8.4% | 5,668 | -8.3% | 0.32% | -12.5% |
| Q2 2021 | $454,963 | +5.6% | 6,181 | -0.8% | 0.36% | -12.6% |
| Q1 2021 | $430,922 | +1.9% | 6,228 | 0.0% | 0.41% | -11.6% |
| Q4 2020 | $422,763 | – | 6,228 | – | 0.47% | – |
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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% |