ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,889 | -4.4% | 4,613 | -1.8% | 0.03% | -3.7% |
| Q2 2023 | $349,203 | -1.8% | 4,698 | -3.9% | 0.03% | -6.9% |
| Q1 2023 | $355,554 | +0.3% | 4,888 | -0.6% | 0.03% | -3.3% |
| Q4 2022 | $354,588 | -2.9% | 4,918 | -10.9% | 0.03% | -9.1% |
| Q3 2022 | $365,000 | +7.7% | 5,518 | +14.3% | 0.03% | +10.0% |
| Q2 2022 | $339,000 | +1.5% | 4,828 | +12.0% | 0.03% | +20.0% |
| Q1 2022 | $334,000 | -28.5% | 4,309 | -25.3% | 0.02% | -24.2% |
| Q4 2021 | $467,000 | +19.1% | 5,767 | +8.2% | 0.03% | +6.5% |
| Q3 2021 | $392,000 | -20.5% | 5,328 | -20.5% | 0.03% | -18.4% |
| Q2 2021 | $493,000 | -8.5% | 6,702 | -13.9% | 0.04% | -13.6% |
| Q1 2021 | $539,000 | -53.5% | 7,783 | -54.5% | 0.04% | -56.0% |
| Q4 2020 | $1,160,000 | -8.9% | 17,096 | -14.4% | 0.10% | -19.4% |
| Q3 2020 | $1,273,000 | +9.5% | 19,978 | +4.2% | 0.12% | 0.0% |
| Q2 2020 | $1,163,000 | +7.2% | 19,179 | -4.5% | 0.12% | -11.4% |
| Q1 2020 | $1,085,000 | -16.7% | 20,081 | +1.2% | 0.14% | +6.9% |
| Q4 2019 | $1,302,000 | +3.1% | 19,847 | +0.7% | 0.13% | -4.4% |
| Q3 2019 | $1,263,000 | +1.5% | 19,711 | -2.2% | 0.14% | +0.7% |
| Q2 2019 | $1,244,000 | +4.8% | 20,145 | -0.2% | 0.14% | +4.6% |
| Q1 2019 | $1,187,000 | +17.4% | 20,179 | +4.6% | 0.13% | +4.8% |
| Q4 2018 | $1,011,000 | +5.9% | 19,291 | +15.2% | 0.12% | +22.8% |
| Q3 2018 | $955,000 | +10.8% | 16,741 | +3.2% | 0.10% | +3.1% |
| Q2 2018 | $862,000 | +6.7% | 16,221 | +4.3% | 0.10% | +4.3% |
| Q1 2018 | $808,000 | +41.5% | 15,553 | +43.7% | 0.09% | +46.9% |
| Q4 2017 | $571,000 | +48.7% | 10,827 | +41.8% | 0.06% | +42.2% |
| Q3 2017 | $384,000 | – | 7,637 | – | 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% |