ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $298,408 | -36.4% | 4,102 | -37.0% | 0.02% | -46.9% |
| Q4 2022 | $469,450 | +15.3% | 6,511 | +5.8% | 0.03% | +3.2% |
| Q3 2022 | $407,000 | -6.4% | 6,156 | -0.7% | 0.03% | -6.1% |
| Q2 2022 | $435,000 | -21.8% | 6,200 | -13.4% | 0.03% | -15.4% |
| Q1 2022 | $556,000 | +92.4% | 7,163 | +100.4% | 0.04% | +85.7% |
| Q4 2021 | $289,000 | -60.4% | 3,575 | -64.0% | 0.02% | -61.8% |
| Q3 2021 | $730,000 | -17.7% | 9,933 | -17.6% | 0.06% | -21.4% |
| Q2 2021 | $887,000 | -19.2% | 12,049 | -24.1% | 0.07% | -31.4% |
| Q1 2021 | $1,098,000 | -3.9% | 15,873 | -5.8% | 0.10% | -4.7% |
| Q4 2020 | $1,143,000 | -21.6% | 16,845 | -26.4% | 0.11% | -35.2% |
| Q3 2020 | $1,458,000 | -13.3% | 22,883 | -17.5% | 0.16% | -27.3% |
| Q2 2020 | $1,681,000 | +13.4% | 27,732 | +1.1% | 0.23% | -15.9% |
| Q1 2020 | $1,482,000 | -11.3% | 27,435 | +7.8% | 0.27% | +18.4% |
| Q4 2019 | $1,670,000 | +26.7% | 25,461 | +23.9% | 0.23% | +11.2% |
| Q3 2019 | $1,318,000 | +19.5% | 20,555 | +15.1% | 0.20% | +15.8% |
| Q2 2019 | $1,103,000 | +350.2% | 17,866 | +328.0% | 0.18% | +284.8% |
| Q1 2019 | $245,000 | -45.3% | 4,174 | -50.4% | 0.05% | -54.9% |
| Q2 2018 | $448,000 | +25.5% | 8,421 | +22.6% | 0.10% | +10.9% |
| Q1 2018 | $357,000 | – | 6,868 | – | 0.09% | – |
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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% |