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 | $5,253,235 | -4.1% | 72,579 | -1.6% | 3.80% | -2.7% |
| Q2 2023 | $5,480,169 | +2.7% | 73,728 | +0.5% | 3.91% | -3.4% |
| Q1 2023 | $5,337,554 | +1.1% | 73,379 | +0.2% | 4.05% | -6.8% |
| Q4 2022 | $5,280,902 | +9.8% | 73,244 | +0.7% | 4.34% | -7.5% |
| Q3 2022 | $4,809,000 | -6.1% | 72,748 | -0.3% | 4.69% | -2.0% |
| Q2 2022 | $5,123,000 | -7.2% | 72,964 | +2.6% | 4.79% | 0.0% |
| Q1 2022 | $5,518,000 | +1.8% | 71,130 | +6.2% | 4.79% | +6.3% |
| Q4 2021 | $5,418,000 | – | 66,966 | – | 4.51% | – |
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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% |