ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,546 | -6.3% | 283,867 | -3.8% | 7.40% | -13.6% |
| Q2 2023 | $21,922 | +2.2% | 294,927 | 0.0% | 8.56% | -9.7% |
| Q1 2023 | $21,453 | +0.9% | 294,927 | 0.0% | 9.49% | -3.9% |
| Q4 2022 | $21,264 | -99.9% | 294,927 | -3.2% | 9.87% | -22.2% |
| Q3 2022 | $20,137,000 | -5.9% | 304,638 | 0.0% | 12.69% | -4.1% |
| Q2 2022 | $21,389,000 | -12.1% | 304,638 | -2.8% | 13.23% | +8.8% |
| Q1 2022 | $24,323,000 | -6.2% | 313,556 | -2.2% | 12.16% | -6.3% |
| Q4 2021 | $25,938,000 | +7.6% | 320,613 | -2.3% | 12.98% | +8.3% |
| Q3 2021 | $24,114,000 | -0.1% | 328,086 | 0.0% | 11.99% | -10.1% |
| Q2 2021 | $24,150,000 | +6.4% | 328,086 | 0.0% | 13.33% | +29.1% |
| Q1 2021 | $22,700,000 | +1.9% | 328,086 | 0.0% | 10.33% | -1.1% |
| Q4 2020 | $22,270,000 | +4.1% | 328,086 | -2.2% | 10.45% | +30.3% |
| Q3 2020 | $21,384,000 | +5.1% | 335,533 | 0.0% | 8.02% | -32.7% |
| Q2 2020 | $20,343,000 | -2.5% | 335,533 | +5.5% | 11.91% | +7.1% |
| Q4 2019 | $20,858,000 | – | 317,961 | – | 11.12% | – |
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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% |