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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $55,000 | -43.3% | 680 | -52.2% | 0.01% | -52.9% |
| Q4 2020 | $97,000 | -81.7% | 1,424 | -82.9% | 0.02% | -82.8% |
| Q3 2020 | $530,000 | -85.5% | 8,320 | -86.2% | 0.10% | -86.2% |
| Q2 2020 | $3,649,000 | -7.1% | 60,181 | -12.2% | 0.72% | +57.5% |
| Q1 2020 | $3,926,000 | -45.8% | 68,542 | -38.0% | 0.46% | -68.1% |
| Q4 2019 | $7,247,000 | -11.6% | 110,479 | -13.6% | 1.43% | -18.8% |
| Q3 2019 | $8,199,000 | +357.5% | 127,911 | +340.7% | 1.76% | +336.6% |
| Q2 2019 | $1,792,000 | +18.2% | 29,027 | +12.6% | 0.40% | +18.8% |
| Q1 2019 | $1,516,000 | +20.0% | 25,781 | +6.9% | 0.34% | +6.6% |
| Q4 2018 | $1,263,000 | +42000.0% | 24,107 | +49098.0% | 0.32% | +31800.0% |
| Q1 2018 | $3,000 | – | 49 | – | 0.00% | – |
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% |