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 | $1,416,477 | +0.1% | 19,570 | +2.8% | 1.03% | -1.0% |
| Q2 2023 | $1,415,169 | -9.2% | 19,039 | -11.1% | 1.04% | -11.2% |
| Q1 2023 | $1,558,527 | -3.2% | 21,426 | -4.0% | 1.17% | -11.0% |
| Q4 2022 | $1,609,488 | +28.5% | 22,323 | +17.8% | 1.32% | +15.7% |
| Q3 2022 | $1,253,000 | -13.0% | 18,957 | -5.6% | 1.14% | -7.6% |
| Q2 2022 | $1,440,000 | -99.9% | 20,080 | -7.9% | 1.23% | -8.8% |
| Q1 2022 | $1,690,405,000 | +114581.5% | 21,792 | +9.9% | 1.35% | +6.3% |
| Q4 2021 | $1,474,000 | – | 19,830 | – | 1.27% | – |
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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% |