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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $296,000 | +18.4% | 3,656 | +7.5% | 0.01% | 0.0% |
| Q3 2021 | $250,000 | -4.9% | 3,402 | -12.1% | 0.01% | -30.8% |
| Q4 2020 | $263,000 | -5.7% | 3,872 | -11.3% | 0.01% | -13.3% |
| Q3 2020 | $279,000 | -13.4% | 4,363 | -17.7% | 0.02% | -16.7% |
| Q2 2020 | $322,000 | -93.4% | 5,302 | -94.2% | 0.02% | -94.7% |
| Q1 2020 | $4,896,000 | -33.5% | 90,651 | -19.3% | 0.34% | -25.9% |
| Q4 2019 | $7,367,000 | +49.2% | 112,311 | +45.8% | 0.46% | +28.5% |
| Q3 2019 | $4,939,000 | +66.9% | 77,052 | +60.7% | 0.36% | +59.9% |
| Q2 2019 | $2,960,000 | +321.1% | 47,954 | +301.4% | 0.22% | +289.5% |
| Q1 2019 | $703,000 | +144.1% | 11,948 | +117.7% | 0.06% | +111.1% |
| Q4 2018 | $288,000 | +317.4% | 5,488 | +290.9% | 0.03% | +170.0% |
| Q2 2017 | $69,000 | – | 1,404 | – | 0.01% | – |
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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% |