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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $2,848,000 | +935.6% | 35,208 | +839.4% | 0.48% | +831.4% |
Q3 2021 | $275,000 | -4.5% | 3,748 | -4.1% | 0.05% | -3.8% |
Q2 2021 | $288,000 | -80.5% | 3,907 | -81.7% | 0.05% | -83.4% |
Q1 2021 | $1,480,000 | -4.1% | 21,392 | -5.9% | 0.32% | -24.2% |
Q4 2020 | $1,544,000 | +515.1% | 22,744 | +477.1% | 0.42% | +478.1% |
Q3 2020 | $251,000 | -89.2% | 3,941 | -26.8% | 0.07% | -97.1% |
Q4 2018 | $2,317,000 | – | 5,386 | – | 2.49% | – |
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% |