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 | $293,615 | -41.2% | 4,035 | -40.0% | 0.22% | -40.2% |
| Q2 2023 | $499,721 | +2.2% | 6,723 | 0.0% | 0.37% | +8.0% |
| Q1 2023 | $489,031 | +0.2% | 6,723 | -0.6% | 0.34% | +6.6% |
| Q4 2022 | $487,829 | +9.1% | 6,766 | 0.0% | 0.32% | +5.0% |
| Q3 2022 | $447,000 | -31.4% | 6,766 | -27.1% | 0.30% | -18.5% |
| Q2 2022 | $652,000 | -24.6% | 9,285 | -16.8% | 0.37% | -11.8% |
| Q1 2022 | $865,000 | -4.1% | 11,155 | 0.0% | 0.42% | -1.2% |
| Q4 2021 | $902,000 | +9.1% | 11,155 | -0.8% | 0.43% | -1.8% |
| Q3 2021 | $827,000 | -0.1% | 11,245 | 0.0% | 0.44% | -4.0% |
| Q2 2021 | $828,000 | +6.4% | 11,245 | 0.0% | 0.45% | -3.2% |
| Q1 2021 | $778,000 | +0.5% | 11,245 | -1.3% | 0.47% | -15.7% |
| Q4 2020 | $774,000 | +6.6% | 11,397 | 0.0% | 0.56% | -24.9% |
| Q3 2020 | $726,000 | +4.8% | 11,397 | -0.4% | 0.74% | -3.3% |
| Q2 2020 | $693,000 | +9.3% | 11,438 | -2.5% | 0.76% | -15.2% |
| Q1 2020 | $634,000 | +2.4% | 11,732 | +24.4% | 0.90% | +38.8% |
| Q4 2019 | $619,000 | – | 9,432 | – | 0.65% | – |
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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% |