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 2022 | $1,268,000 | -12.7% | 19,190 | -7.3% | 3.10% | +0.8% |
| Q2 2022 | $1,453,000 | -33.1% | 20,694 | -26.1% | 3.08% | +9.0% |
| Q1 2022 | $2,173,000 | -5.8% | 28,011 | -1.8% | 2.82% | +1.4% |
| Q4 2021 | $2,307,000 | +31.8% | 28,516 | +19.7% | 2.78% | -1.8% |
| Q3 2021 | $1,751,000 | +25.0% | 23,828 | +25.2% | 2.84% | +2.1% |
| Q2 2021 | $1,401,000 | +17.5% | 19,026 | +10.4% | 2.78% | +0.6% |
| Q1 2021 | $1,192,000 | +29700.0% | 17,230 | +24514.3% | 2.76% | +55080.0% |
| Q2 2020 | $4,000 | +300.0% | 70 | +483.3% | 0.01% | +400.0% |
| Q1 2020 | $1,000 | -83.3% | 12 | -86.4% | 0.00% | -83.3% |
| Q4 2019 | $6,000 | -25.0% | 88 | -25.4% | 0.01% | -14.3% |
| Q3 2019 | $8,000 | +14.3% | 118 | 0.0% | 0.01% | +16.7% |
| Q2 2019 | $7,000 | +40.0% | 118 | +43.9% | 0.01% | +50.0% |
| Q1 2019 | $5,000 | -16.7% | 82 | -24.8% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -50.0% | 109 | -49.8% | 0.00% | -42.9% |
| Q3 2018 | $12,000 | +20.0% | 217 | +10.2% | 0.01% | +16.7% |
| Q2 2018 | $10,000 | -41.2% | 197 | -40.5% | 0.01% | -40.0% |
| Q1 2018 | $17,000 | -10.5% | 331 | -9.6% | 0.01% | 0.0% |
| Q4 2017 | $19,000 | +5.6% | 366 | +0.8% | 0.01% | 0.0% |
| Q3 2017 | $18,000 | 0.0% | 363 | +0.6% | 0.01% | -23.1% |
| Q2 2017 | $18,000 | +5.9% | 361 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $17,000 | -68.5% | 361 | -69.5% | 0.01% | -72.9% |
| Q4 2016 | $54,000 | +31.7% | 1,185 | +30.1% | 0.05% | +23.1% |
| Q3 2016 | $41,000 | +13.9% | 911 | +17.2% | 0.04% | +2.6% |
| Q2 2016 | $36,000 | +71.4% | 777 | +66.0% | 0.04% | +65.2% |
| Q1 2016 | $21,000 | -36.4% | 468 | -39.8% | 0.02% | -41.0% |
| Q4 2015 | $33,000 | – | 778 | – | 0.04% | – |
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% |