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 | $300,450 | +10.4% | 4,151 | +13.4% | 0.01% | 0.0% |
| Q2 2023 | $272,048 | -3.2% | 3,660 | -5.3% | 0.01% | -16.7% |
| Q1 2023 | $280,995 | -5.8% | 3,863 | -6.6% | 0.01% | -14.3% |
| Q4 2022 | $298,206 | +12.1% | 4,136 | +2.8% | 0.01% | -12.5% |
| Q3 2022 | $266,000 | +3.1% | 4,023 | +9.3% | 0.01% | +14.3% |
| Q2 2022 | $258,000 | -1.5% | 3,681 | +9.0% | 0.01% | 0.0% |
| Q1 2022 | $262,000 | -35.1% | 3,378 | -32.3% | 0.01% | -36.4% |
| Q4 2021 | $404,000 | -3.6% | 4,991 | -12.4% | 0.01% | -26.7% |
| Q2 2021 | $419,000 | +18.4% | 5,697 | +11.2% | 0.02% | 0.0% |
| Q1 2021 | $354,000 | +16.1% | 5,121 | -24.1% | 0.02% | -65.9% |
| Q4 2016 | $305,000 | -8.4% | 6,751 | -7.8% | 0.04% | -29.0% |
| Q3 2016 | $333,000 | +10.6% | 7,321 | +12.4% | 0.06% | -26.2% |
| Q2 2016 | $301,000 | – | 6,512 | – | 0.08% | – |
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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% |