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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,955,772 | -4.8% | 234,260 | -2.2% | 0.66% | +0.8% |
Q2 2023 | $17,803,838 | +93886.4% | 239,524 | -8.0% | 0.65% | -10.5% |
Q1 2023 | $18,943 | -7.4% | 260,421 | -8.2% | 0.73% | -9.6% |
Q4 2022 | $20,455 | -99.9% | 283,693 | -5.2% | 0.80% | -5.0% |
Q3 2022 | $19,790,000 | -6.5% | 299,394 | -0.7% | 0.84% | -3.1% |
Q2 2022 | $21,164,000 | +3574.3% | 301,450 | +3962.7% | 0.87% | +2625.0% |
Q1 2022 | $576,000 | +13.8% | 7,420 | +18.7% | 0.03% | +18.5% |
Q4 2021 | $506,000 | +10.2% | 6,250 | 0.0% | 0.03% | -6.9% |
Q3 2021 | $459,000 | -0.2% | 6,250 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $460,000 | -50.0% | 6,250 | -53.0% | 0.03% | -53.2% |
Q1 2021 | $920,000 | +1.9% | 13,302 | 0.0% | 0.06% | -4.6% |
Q4 2020 | $903,000 | +6.6% | 13,302 | 0.0% | 0.06% | -7.1% |
Q3 2020 | $847,000 | +5.0% | 13,302 | 0.0% | 0.07% | -1.4% |
Q2 2020 | $807,000 | +138.8% | 13,302 | +112.8% | 0.07% | +97.2% |
Q1 2020 | $338,000 | -17.6% | 6,250 | 0.0% | 0.04% | +2.9% |
Q4 2019 | $410,000 | +2.2% | 6,250 | 0.0% | 0.04% | -5.4% |
Q3 2019 | $401,000 | +3.9% | 6,250 | 0.0% | 0.04% | +2.8% |
Q2 2019 | $386,000 | +4.9% | 6,250 | 0.0% | 0.04% | 0.0% |
Q1 2019 | $368,000 | – | 6,250 | – | 0.04% | – |
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% |