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 | $579,890 | -5.3% | 8,010 | -2.7% | 0.03% | +3.6% |
| Q2 2023 | $612,098 | +2.2% | 8,235 | 0.0% | 0.03% | +3.7% |
| Q1 2023 | $598,860 | +0.8% | 8,235 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $594,060 | +8.2% | 8,235 | -0.9% | 0.03% | +7.7% |
| Q3 2022 | $549,000 | -9.4% | 8,310 | -3.8% | 0.03% | 0.0% |
| Q2 2022 | $606,000 | -9.6% | 8,635 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $670,000 | -7.6% | 8,635 | -3.6% | 0.02% | -11.1% |
| Q4 2021 | $725,000 | +10.0% | 8,960 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $659,000 | -7.3% | 8,960 | -7.2% | 0.03% | -6.9% |
| Q2 2021 | $711,000 | +0.1% | 9,650 | -6.0% | 0.03% | -9.4% |
| Q1 2021 | $710,000 | – | 10,270 | – | 0.03% | – |
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% |