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 | $2,362,266 | -43.1% | 32,637 | -41.5% | 0.04% | -39.7% |
| Q2 2023 | $4,149,696 | -9.3% | 55,828 | -11.2% | 0.06% | -13.7% |
| Q1 2023 | $4,575,564 | +97689.4% | 62,903 | -3.1% | 0.07% | -1.4% |
| Q4 2022 | $4,679 | -99.9% | 64,890 | -23.0% | 0.07% | -21.3% |
| Q3 2022 | $5,569,000 | -30.9% | 84,253 | -26.6% | 0.09% | -25.4% |
| Q2 2022 | $8,062,000 | -18.4% | 114,830 | -9.8% | 0.13% | -3.8% |
| Q1 2022 | $9,877,000 | -11.0% | 127,323 | -7.2% | 0.13% | -6.4% |
| Q4 2021 | $11,100,000 | +231.6% | 137,201 | +201.3% | 0.14% | +86.7% |
| Q3 2021 | $3,347,000 | -12.2% | 45,537 | -12.0% | 0.08% | -13.8% |
| Q2 2021 | $3,810,000 | -0.7% | 51,763 | -6.7% | 0.09% | -7.4% |
| Q1 2021 | $3,838,000 | -27.7% | 55,470 | -29.0% | 0.09% | -34.3% |
| Q4 2020 | $5,306,000 | +13.8% | 78,166 | +1.6% | 0.14% | -1.4% |
| Q3 2020 | $4,664,000 | 0.0% | 76,923 | 0.0% | 0.14% | 0.0% |
| Q2 2020 | $4,664,000 | +15.6% | 76,923 | +2.9% | 0.14% | 0.0% |
| Q1 2020 | $4,036,000 | -10.1% | 74,739 | +9.2% | 0.14% | +16.9% |
| Q4 2019 | $4,488,000 | +4.8% | 68,416 | +2.4% | 0.12% | +20.4% |
| Q3 2019 | $4,284,000 | -34.9% | 66,828 | -37.3% | 0.10% | -36.4% |
| Q2 2019 | $6,583,000 | +10.4% | 106,641 | +5.2% | 0.16% | -11.0% |
| Q1 2019 | $5,961,000 | +1.1% | 101,366 | -9.9% | 0.18% | +1.1% |
| Q4 2018 | $5,894,000 | -8.7% | 112,493 | -0.6% | 0.18% | -6.2% |
| Q3 2018 | $6,454,000 | +6.1% | 113,148 | -1.1% | 0.19% | -0.5% |
| Q2 2018 | $6,085,000 | +0.4% | 114,462 | -1.9% | 0.19% | -1.5% |
| Q1 2018 | $6,060,000 | -35.3% | 116,701 | -34.3% | 0.20% | -35.9% |
| Q4 2017 | $9,373,000 | +1.4% | 177,596 | -3.3% | 0.31% | -3.8% |
| Q3 2017 | $9,242,000 | +2.4% | 183,584 | -0.4% | 0.32% | +0.6% |
| Q2 2017 | $9,023,000 | -27.6% | 184,409 | -29.4% | 0.32% | -27.5% |
| Q1 2017 | $12,469,000 | +13.9% | 261,293 | +7.9% | 0.44% | +8.2% |
| Q4 2016 | $10,948,000 | +14.7% | 242,097 | +15.2% | 0.40% | +4.7% |
| Q3 2016 | $9,549,000 | -19.7% | 210,197 | -18.3% | 0.38% | -23.0% |
| Q2 2016 | $11,894,000 | +63.7% | 257,389 | +55.6% | 0.50% | +61.3% |
| Q1 2016 | $7,267,000 | +50.0% | 165,413 | +42.8% | 0.31% | +46.9% |
| Q4 2015 | $4,845,000 | – | 115,854 | – | 0.21% | – |
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% |