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 | $46,396 | -2.6% | 641 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $47,646 | -19.9% | 641 | -21.6% | 0.00% | -50.0% |
| Q1 2023 | $59,502 | +4.4% | 818 | -4.4% | 0.00% | 0.0% |
| Q3 2022 | $57,000 | -5.0% | 856 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $60,000 | -9.1% | 856 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $66,000 | +560.0% | 856 | +409.5% | 0.00% | +100.0% |
| Q2 2020 | $10,000 | -54.5% | 168 | -59.1% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -18.5% | 411 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | +68.8% | 411 | +69.1% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | +6.7% | 243 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | +50.0% | 243 | +22.7% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | +11.1% | 198 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | +12.5% | 198 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $8,000 | – | 198 | – | 0.00% | – |
Download | ||||||
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% |