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 | $278 | -32.2% | 3,742 | -34.1% | 0.06% | +35.7% |
| Q1 2023 | $410 | -0.2% | 5,676 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $411 | -99.9% | 5,676 | -19.9% | 0.04% | -17.3% |
| Q3 2022 | $469,000 | -14.3% | 7,089 | -8.9% | 0.05% | -5.5% |
| Q2 2022 | $547,000 | -60.0% | 7,784 | -55.9% | 0.06% | -47.1% |
| Q1 2022 | $1,368,000 | -5.7% | 17,638 | -10.5% | 0.10% | -26.8% |
| Q2 2021 | $1,450,000 | +10.0% | 19,700 | +3.4% | 0.14% | +18.3% |
| Q1 2021 | $1,318,000 | +0.1% | 19,054 | -1.8% | 0.12% | -28.6% |
| Q4 2020 | $1,317,000 | +11.3% | 19,398 | +4.5% | 0.17% | -11.1% |
| Q3 2020 | $1,183,000 | -37.2% | 18,570 | -40.3% | 0.19% | -43.9% |
| Q2 2020 | $1,885,000 | -0.3% | 31,084 | -11.2% | 0.34% | +20.4% |
| Q1 2020 | $1,891,000 | -21.7% | 35,015 | -4.9% | 0.28% | -60.3% |
| Q4 2019 | $2,415,000 | +27.6% | 36,808 | +24.7% | 0.71% | +21.5% |
| Q3 2019 | $1,893,000 | +138.1% | 29,528 | +129.4% | 0.58% | +116.0% |
| Q2 2019 | $795,000 | +6.3% | 12,873 | +1.1% | 0.27% | +55.5% |
| Q1 2019 | $748,000 | +20.8% | 12,727 | +7.7% | 0.17% | -9.9% |
| Q4 2018 | $619,000 | -7.5% | 11,812 | +0.7% | 0.19% | +9.7% |
| Q3 2018 | $669,000 | +7.4% | 11,727 | +0.1% | 0.18% | +2.3% |
| Q2 2018 | $623,000 | -11.1% | 11,719 | -13.1% | 0.17% | -20.1% |
| Q1 2018 | $701,000 | -38.7% | 13,491 | -40.7% | 0.21% | +24.4% |
| Q4 2017 | $1,144,000 | +128.8% | 22,758 | +129.3% | 0.17% | +8.9% |
| Q3 2017 | $500,000 | +5.3% | 9,927 | +2.3% | 0.16% | -2.5% |
| Q2 2017 | $475,000 | +35.3% | 9,701 | +31.7% | 0.16% | +20.0% |
| Q1 2017 | $351,000 | -11.8% | 7,365 | -16.3% | 0.14% | -2.2% |
| Q4 2016 | $398,000 | -0.3% | 8,804 | +0.2% | 0.14% | -24.2% |
| Q3 2016 | $399,000 | +25.5% | 8,786 | +27.6% | 0.18% | +11.7% |
| Q2 2016 | $318,000 | – | 6,886 | – | 0.16% | – |
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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% |