ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 317 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.75 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $231,000 | +10.0% | 2,852 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $210,000 | 0.0% | 2,852 | 0.0% | 0.01% | +7.7% |
| Q2 2021 | $210,000 | -77.1% | 2,852 | -85.9% | 0.01% | -92.7% |
| Q4 2016 | $916,000 | -13.1% | 20,265 | -12.7% | 0.18% | -15.2% |
| Q3 2016 | $1,054,000 | -5.4% | 23,205 | -3.8% | 0.21% | -12.1% |
| Q2 2016 | $1,114,000 | +6.1% | 24,115 | +0.9% | 0.24% | +4.8% |
| Q1 2016 | $1,050,000 | – | 23,905 | – | 0.23% | – |
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% |