ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $368,000 | -1.1% | 5,001 | 0.0% | 0.19% | +0.5% |
| Q2 2021 | $372,000 | -25.2% | 5,001 | -29.9% | 0.19% | -27.3% |
| Q1 2021 | $497,000 | -88.8% | 7,134 | -89.1% | 0.26% | -90.3% |
| Q4 2020 | $4,448,000 | -9.2% | 65,527 | -14.8% | 2.65% | -22.5% |
| Q3 2020 | $4,899,000 | +2.2% | 76,867 | -2.8% | 3.42% | -2.8% |
| Q2 2020 | $4,795,000 | -68.0% | 79,083 | -71.5% | 3.52% | -67.0% |
| Q1 2020 | $14,982,000 | -26.7% | 277,387 | -11.0% | 10.66% | -13.2% |
| Q4 2019 | $20,438,000 | +435.4% | 311,560 | +423.2% | 12.28% | +326.1% |
| Q3 2019 | $3,817,000 | – | 59,551 | – | 2.88% | – |
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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% |