ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,101,135 | -26.9% | 42,845 | -24.9% | 1.63% | -26.2% |
| Q2 2023 | $4,241,949 | +0.8% | 57,069 | -1.3% | 2.21% | +0.1% |
| Q1 2023 | $4,206,554 | +0.5% | 57,830 | -0.4% | 2.21% | -0.3% |
| Q4 2022 | $4,186,889 | +4.5% | 58,071 | -4.2% | 2.21% | +85.7% |
| Q3 2022 | $4,005,000 | -34.8% | 60,588 | -30.8% | 1.19% | -60.3% |
| Q2 2022 | $6,145,000 | -9.7% | 87,524 | -0.2% | 3.00% | +4.4% |
| Q1 2022 | $6,802,000 | -7.0% | 87,684 | -3.0% | 2.88% | -3.7% |
| Q4 2021 | $7,311,000 | +4.0% | 90,375 | -5.5% | 2.99% | -6.6% |
| Q3 2021 | $7,029,000 | +6.0% | 95,635 | +6.2% | 3.20% | +5.6% |
| Q2 2021 | $6,630,000 | +7.7% | 90,069 | +1.3% | 3.03% | +1.2% |
| Q1 2021 | $6,154,000 | +12.9% | 88,943 | +10.7% | 2.99% | +3.2% |
| Q4 2020 | $5,453,000 | +6.9% | 80,340 | +0.4% | 2.90% | -4.7% |
| Q3 2020 | $5,099,000 | +6.7% | 80,007 | +1.5% | 3.04% | +8.4% |
| Q2 2020 | $4,777,000 | +12.8% | 78,790 | +0.5% | 2.81% | -8.0% |
| Q1 2020 | $4,235,000 | +132.8% | 78,421 | +182.9% | 3.05% | +148.7% |
| Q4 2019 | $1,819,000 | +153.7% | 27,723 | +147.7% | 1.23% | +134.6% |
| Q3 2019 | $717,000 | +3.8% | 11,191 | 0.0% | 0.52% | +5.7% |
| Q2 2019 | $691,000 | +5.0% | 11,191 | 0.0% | 0.50% | +4.0% |
| Q1 2019 | $658,000 | +12.5% | 11,191 | +0.3% | 0.48% | -3.6% |
| Q4 2018 | $585,000 | +360.6% | 11,156 | +0.7% | 0.49% | +595.8% |
| Q3 2018 | $127,000 | -78.4% | 11,082 | +0.4% | 0.07% | -83.7% |
| Q2 2018 | $587,000 | +2.4% | 11,042 | 0.0% | 0.44% | +2.1% |
| Q1 2018 | $573,000 | -1.4% | 11,042 | +0.3% | 0.43% | -0.9% |
| Q4 2017 | $581,000 | +5.3% | 11,008 | +0.3% | 0.43% | -8.9% |
| Q3 2017 | $552,000 | +3.2% | 10,974 | +0.3% | 0.47% | -2.7% |
| Q2 2017 | $535,000 | +2.9% | 10,943 | +0.3% | 0.49% | -3.0% |
| Q1 2017 | $520,000 | +5.7% | 10,905 | +0.3% | 0.50% | +4.2% |
| Q4 2016 | $492,000 | -33.7% | 10,873 | -33.4% | 0.48% | +14.5% |
| Q3 2016 | $742,000 | – | 16,332 | – | 0.42% | – |
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% |