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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $728,677 | -51.4% | 10,028 | -50.3% | 0.01% | 0.0% |
| Q2 2023 | $1,498,344 | +99.9% | 20,158 | +100.0% | 0.01% | -7.7% |
| Q1 2023 | $749,383 | +3.1% | 10,079 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $726,696 | +8.5% | 10,079 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $670,000 | -5.4% | 10,079 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $708,000 | -16.5% | 10,079 | -7.8% | 0.01% | -7.7% |
| Q1 2022 | $848,000 | -4.1% | 10,932 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $884,000 | +10.0% | 10,932 | 0.0% | 0.01% | +7.7% |
| Q3 2021 | $804,000 | -43.4% | 10,932 | -43.4% | 0.01% | -27.8% |
| Q2 2021 | $1,420,000 | -19.1% | 19,304 | -23.9% | 0.02% | -63.3% |
| Q1 2021 | $1,756,000 | +2.5% | 25,368 | 0.0% | 0.05% | -26.9% |
| Q4 2020 | $1,713,000 | -18.7% | 25,368 | -23.5% | 0.07% | -36.2% |
| Q3 2020 | $2,108,000 | +5.4% | 33,171 | 0.0% | 0.10% | -12.5% |
| Q2 2020 | $2,000,000 | -0.6% | 33,171 | -10.0% | 0.12% | -20.0% |
| Q1 2020 | $2,012,000 | +69.5% | 36,854 | +103.1% | 0.15% | +74.4% |
| Q4 2019 | $1,187,000 | -30.3% | 18,144 | -31.9% | 0.09% | -29.5% |
| Q3 2019 | $1,702,000 | +121.9% | 26,654 | +104.4% | 0.12% | +183.7% |
| Q1 2019 | $767,000 | +5.5% | 13,038 | +2.0% | 0.04% | +22.9% |
| Q3 2018 | $727,000 | -70.7% | 12,778 | 0.0% | 0.04% | -68.5% |
| Q2 2018 | $2,479,000 | – | 12,778 | – | 0.11% | – |
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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% |