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 | $643 | -6.4% | 8,884 | -3.9% | 0.02% | 0.0% |
| Q2 2023 | $687 | +6.2% | 9,243 | +3.8% | 0.02% | -5.9% |
| Q1 2023 | $647 | -8.2% | 8,901 | -9.0% | 0.02% | -10.5% |
| Q4 2022 | $705 | -99.9% | 9,776 | -10.2% | 0.02% | -9.5% |
| Q3 2022 | $783,000 | +240.4% | 10,884 | +231.7% | 0.02% | +200.0% |
| Q2 2022 | $230,000 | -27.9% | 3,281 | -20.2% | 0.01% | -22.2% |
| Q1 2022 | $319,000 | +59.5% | 4,112 | +66.2% | 0.01% | +80.0% |
| Q4 2021 | $200,000 | -0.5% | 2,474 | -9.7% | 0.01% | -16.7% |
| Q3 2021 | $201,000 | -10.3% | 2,739 | -19.7% | 0.01% | -40.0% |
| Q4 2019 | $224,000 | – | 3,413 | – | 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% |