ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,863,716 | -10.7% | 53,381 | -8.3% | 0.64% | -6.7% |
| Q2 2023 | $4,328,161 | -13.2% | 58,229 | -15.0% | 0.69% | -17.6% |
| Q1 2023 | $4,983,708 | -7.3% | 68,514 | -8.1% | 0.84% | -9.8% |
| Q4 2022 | $5,377,938 | +6.9% | 74,590 | -2.0% | 0.93% | -2.3% |
| Q3 2022 | $5,033,000 | -12.5% | 76,145 | -7.0% | 0.95% | -7.1% |
| Q2 2022 | $5,751,000 | -13.6% | 81,903 | -4.6% | 1.02% | -0.4% |
| Q1 2022 | $6,660,000 | -12.1% | 85,858 | -8.3% | 1.03% | -8.0% |
| Q4 2021 | $7,576,000 | +4.1% | 93,650 | -5.4% | 1.12% | -4.8% |
| Q3 2021 | $7,275,000 | -15.8% | 98,981 | -15.6% | 1.18% | -16.9% |
| Q2 2021 | $8,637,000 | -6.9% | 117,334 | -12.5% | 1.42% | -11.4% |
| Q1 2021 | $9,280,000 | +3.9% | 134,114 | +1.9% | 1.60% | -0.5% |
| Q4 2020 | $8,933,000 | +32.1% | 131,604 | +24.0% | 1.61% | +19.8% |
| Q3 2020 | $6,761,000 | +7.4% | 106,094 | +2.2% | 1.34% | +1.7% |
| Q2 2020 | $6,296,000 | +16.0% | 103,853 | +3.3% | 1.32% | -0.5% |
| Q1 2020 | $5,427,000 | -9.5% | 100,518 | +9.9% | 1.32% | +12.7% |
| Q4 2019 | $5,999,000 | +9.9% | 91,456 | +7.4% | 1.18% | +7.3% |
| Q3 2019 | $5,459,000 | – | 85,174 | – | 1.10% | – |
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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% |