ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,171 | -81.8% | 2,693 | -82.2% | 0.06% | -82.0% |
| Q1 2023 | $1,098,519 | +101239.4% | 15,102 | +0.4% | 0.34% | -2.9% |
| Q4 2022 | $1,084 | -99.9% | 15,038 | -2.0% | 0.35% | +1.5% |
| Q3 2022 | $1,015,000 | -6.6% | 15,348 | -0.9% | 0.34% | +1.2% |
| Q2 2022 | $1,087,000 | -10.4% | 15,485 | -1.0% | 0.34% | +4.3% |
| Q1 2022 | $1,213,000 | -8.2% | 15,637 | -4.2% | 0.32% | -1.5% |
| Q4 2021 | $1,321,000 | +10.0% | 16,330 | -0.0% | 0.33% | +5.4% |
| Q3 2021 | $1,201,000 | -2.8% | 16,338 | -2.6% | 0.31% | -1.6% |
| Q2 2021 | $1,235,000 | -42.9% | 16,771 | -46.4% | 0.32% | -47.0% |
| Q1 2021 | $2,163,000 | -23.8% | 31,265 | -25.2% | 0.60% | -27.5% |
| Q4 2020 | $2,837,000 | +1.9% | 41,796 | -4.4% | 0.83% | -11.3% |
| Q3 2020 | $2,785,000 | +11.5% | 43,706 | +6.1% | 0.93% | +0.8% |
| Q2 2020 | $2,497,000 | +647.6% | 41,187 | +709.0% | 0.93% | +781.9% |
| Q4 2019 | $334,000 | – | 5,091 | – | 0.10% | – |
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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% |