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 | $832,957 | -2.8% | 11,508 | -0.2% | 0.06% | -1.8% |
| Q2 2023 | $857,256 | -6.1% | 11,533 | -8.1% | 0.06% | -9.5% |
| Q1 2023 | $912,692 | -2.8% | 12,547 | -3.6% | 0.06% | -3.1% |
| Q4 2022 | $938,671 | +8.0% | 13,019 | -1.0% | 0.06% | -1.5% |
| Q3 2022 | $869,000 | -0.7% | 13,153 | +5.5% | 0.07% | +4.8% |
| Q2 2022 | $875,000 | -9.5% | 12,467 | +0.0% | 0.06% | +5.0% |
| Q1 2022 | $967,000 | -9.9% | 12,462 | -6.1% | 0.06% | -9.1% |
| Q4 2021 | $1,073,000 | +13.8% | 13,267 | +3.6% | 0.07% | +11.9% |
| Q3 2021 | $943,000 | 0.0% | 12,800 | -0.1% | 0.06% | -10.6% |
| Q2 2021 | $943,000 | +10.2% | 12,814 | +3.5% | 0.07% | 0.0% |
| Q1 2021 | $856,000 | +7.5% | 12,377 | +5.8% | 0.07% | -1.5% |
| Q4 2020 | $796,000 | +6.8% | 11,700 | +0.1% | 0.07% | -4.3% |
| Q3 2020 | $745,000 | -58.1% | 11,688 | -60.2% | 0.07% | -63.2% |
| Q2 2020 | $1,780,000 | +10.4% | 29,380 | -1.8% | 0.19% | -18.8% |
| Q1 2020 | $1,613,000 | -28.6% | 29,922 | -13.1% | 0.23% | +3.1% |
| Q4 2019 | $2,259,000 | +200.4% | 34,441 | +142.0% | 0.23% | +173.5% |
| Q3 2019 | $752,000 | +17.9% | 14,232 | +37.9% | 0.08% | +2.5% |
| Q2 2019 | $638,000 | +8.5% | 10,320 | +3.5% | 0.08% | +1.2% |
| Q1 2019 | $588,000 | +13.3% | 9,972 | +0.8% | 0.08% | -2.4% |
| Q4 2018 | $519,000 | -25.6% | 9,894 | -19.3% | 0.08% | -3.5% |
| Q3 2018 | $698,000 | +25.3% | 12,259 | +16.8% | 0.08% | +13.3% |
| Q2 2018 | $557,000 | -36.6% | 10,492 | -38.0% | 0.08% | -35.3% |
| Q1 2018 | $879,000 | -18.4% | 16,924 | -17.4% | 0.12% | -18.9% |
| Q4 2017 | $1,077,000 | -7.9% | 20,496 | -11.5% | 0.14% | -15.4% |
| Q3 2017 | $1,169,000 | +0.9% | 23,172 | -2.0% | 0.17% | -12.4% |
| Q2 2017 | $1,159,000 | -35.3% | 23,654 | -36.9% | 0.19% | -36.1% |
| Q1 2017 | $1,790,000 | +20.0% | 37,469 | +13.6% | 0.30% | +22.8% |
| Q4 2016 | $1,492,000 | -4.3% | 32,978 | -3.9% | 0.25% | -5.7% |
| Q3 2016 | $1,559,000 | -1.4% | 34,303 | +0.2% | 0.26% | -6.1% |
| Q2 2016 | $1,581,000 | +111.4% | 34,224 | +100.9% | 0.28% | +105.9% |
| Q1 2016 | $748,000 | – | 17,037 | – | 0.14% | – |
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% |