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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,981 | -97.3% | 2,763 | -97.5% | 0.04% | -97.9% |
| Q3 2022 | $7,346,000 | -58.2% | 111,134 | -55.6% | 1.68% | -52.7% |
| Q2 2022 | $17,576,000 | -40.9% | 250,340 | -34.7% | 3.56% | -36.6% |
| Q1 2022 | $29,740,000 | -4.9% | 383,394 | -0.8% | 5.62% | +44.8% |
| Q4 2021 | $31,266,000 | +11.0% | 386,477 | +0.8% | 3.88% | -31.4% |
| Q3 2021 | $28,170,000 | -1.0% | 383,267 | -0.9% | 5.66% | -0.9% |
| Q2 2021 | $28,468,000 | +8.1% | 386,746 | +1.7% | 5.71% | -1.3% |
| Q1 2021 | $26,323,000 | +0.2% | 380,451 | -1.7% | 5.78% | -8.8% |
| Q4 2020 | $26,283,000 | +7.3% | 387,202 | +4.1% | 6.34% | +3.1% |
| Q3 2020 | $24,501,000 | +11.7% | 371,908 | +2.8% | 6.15% | +5.7% |
| Q2 2020 | $21,939,000 | +20.0% | 361,848 | +6.9% | 5.81% | +3.3% |
| Q1 2020 | $18,284,000 | +6671.9% | 338,526 | +8118.6% | 5.63% | +7829.6% |
| Q4 2019 | $270,000 | – | 4,119 | – | 0.07% | – |
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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% |