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 | $287,659 | -2.6% | 3,974 | 0.0% | 0.11% | -2.7% |
| Q2 2023 | $295,409 | +2.3% | 3,974 | +0.1% | 0.11% | +1.9% |
| Q1 2023 | $288,760 | +26.6% | 3,970 | +25.4% | 0.11% | +17.4% |
| Q4 2022 | $228,160 | +9.2% | 3,165 | +0.2% | 0.09% | +3.4% |
| Q3 2022 | $209,000 | -5.4% | 3,159 | +0.2% | 0.09% | +2.3% |
| Q2 2022 | $221,000 | -9.4% | 3,153 | +0.1% | 0.09% | +2.4% |
| Q1 2022 | $244,000 | -3.9% | 3,150 | +0.1% | 0.08% | -1.2% |
| Q4 2021 | $254,000 | +10.0% | 3,146 | +0.1% | 0.09% | +22.9% |
| Q3 2021 | $231,000 | 0.0% | 3,142 | +0.1% | 0.07% | +7.7% |
| Q2 2021 | $231,000 | +6.5% | 3,138 | +0.1% | 0.06% | +3.2% |
| Q1 2021 | $217,000 | +2.4% | 3,134 | +0.1% | 0.06% | -7.4% |
| Q4 2020 | $212,000 | +6.5% | 3,130 | +0.2% | 0.07% | 0.0% |
| Q3 2020 | $199,000 | -2.5% | 3,125 | +0.6% | 0.07% | -4.2% |
| Q4 2019 | $204,000 | – | 3,107 | – | 0.07% | – |
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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% |