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 | $5,291,353 | -3.3% | 73,105 | -0.6% | 0.57% | -18.2% |
| Q2 2023 | $5,469,428 | +0.0% | 73,583 | -2.1% | 0.69% | +16.7% |
| Q1 2023 | $5,466,781 | -6.0% | 75,155 | -6.8% | 0.59% | -10.0% |
| Q4 2022 | $5,813,974 | +9.0% | 80,638 | -0.1% | 0.66% | +11.3% |
| Q3 2022 | $5,333,000 | -8.7% | 80,684 | -3.0% | 0.59% | -3.7% |
| Q2 2022 | $5,840,000 | -10.6% | 83,181 | -1.3% | 0.62% | 0.0% |
| Q1 2022 | $6,535,000 | -8.7% | 84,248 | -4.8% | 0.62% | -6.4% |
| Q4 2021 | $7,158,000 | +9.9% | 88,479 | -0.2% | 0.66% | +7.7% |
| Q3 2021 | $6,516,000 | -8.3% | 88,650 | -8.1% | 0.61% | -8.5% |
| Q2 2021 | $7,103,000 | -1.3% | 96,490 | -7.2% | 0.67% | -10.9% |
| Q1 2021 | $7,194,000 | -4.3% | 103,980 | -6.1% | 0.75% | -12.4% |
| Q4 2020 | $7,515,000 | -11.5% | 110,711 | -17.0% | 0.86% | -26.4% |
| Q3 2020 | $8,496,000 | -12.0% | 133,315 | -16.3% | 1.16% | -18.5% |
| Q2 2020 | $9,660,000 | +7.2% | 159,325 | -4.5% | 1.42% | -9.6% |
| Q1 2020 | $9,011,000 | -15.9% | 166,831 | +2.2% | 1.58% | -12.6% |
| Q4 2019 | $10,711,000 | +2.8% | 163,271 | +0.4% | 1.80% | -4.6% |
| Q3 2019 | $10,423,000 | -5.8% | 162,611 | -9.2% | 1.89% | -8.3% |
| Q2 2019 | $11,061,000 | -11.4% | 179,176 | -15.6% | 2.06% | -15.5% |
| Q1 2019 | $12,481,000 | +4.7% | 212,264 | -6.7% | 2.44% | -10.7% |
| Q4 2018 | $11,924,000 | -0.1% | 227,560 | +8.8% | 2.73% | +0.5% |
| Q3 2018 | $11,934,000 | -0.0% | 209,219 | -6.8% | 2.72% | -15.4% |
| Q2 2018 | $11,938,000 | -29.0% | 224,570 | -30.6% | 3.21% | -33.8% |
| Q1 2018 | $16,809,000 | -68.7% | 323,685 | -68.2% | 4.84% | -65.7% |
| Q4 2017 | $53,718,000 | +5.1% | 1,017,780 | +0.3% | 14.11% | -1.0% |
| Q3 2017 | $51,088,000 | +3.2% | 1,014,869 | +0.3% | 14.26% | -3.4% |
| Q2 2017 | $49,502,000 | +3.1% | 1,011,685 | +0.6% | 14.75% | -0.5% |
| Q1 2017 | $48,012,000 | +0.1% | 1,006,111 | -5.1% | 14.83% | +4.3% |
| Q4 2016 | $47,966,000 | -0.8% | 1,060,725 | -0.3% | 14.22% | -10.2% |
| Q3 2016 | $48,347,000 | -10.0% | 1,064,206 | -8.4% | 15.83% | -20.2% |
| Q2 2016 | $53,691,000 | +4.0% | 1,161,883 | -1.2% | 19.82% | -25.3% |
| Q1 2016 | $51,637,000 | +10.9% | 1,175,430 | +5.5% | 26.52% | +13.9% |
| Q4 2015 | $46,574,000 | +10.0% | 1,113,678 | +4.2% | 23.28% | -4.5% |
| Q3 2015 | $42,323,000 | +1038.3% | 1,069,035 | +1059.4% | 24.38% | +1209.9% |
| Q2 2015 | $3,718,000 | – | 92,205 | – | 1.86% | – |
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% |