ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,222,217 | -20.9% | 72,150 | -18.7% | 1.00% | -19.9% |
| Q2 2023 | $6,600,430 | +14.4% | 88,799 | +12.0% | 1.25% | +1.0% |
| Q1 2023 | $5,767,846 | +31.3% | 79,294 | +30.1% | 1.24% | +22.6% |
| Q4 2022 | $4,394,314 | -11.6% | 60,947 | -19.0% | 1.01% | -6.8% |
| Q3 2022 | $4,971,000 | +66.2% | 75,200 | +76.5% | 1.08% | +49.6% |
| Q2 2022 | $2,991,000 | -7.2% | 42,606 | +2.5% | 0.72% | -1.9% |
| Q1 2022 | $3,224,000 | -27.7% | 41,563 | -24.6% | 0.74% | -26.8% |
| Q4 2021 | $4,462,000 | +1032.5% | 55,153 | +930.3% | 1.01% | +860.0% |
| Q2 2021 | $394,000 | -79.8% | 5,353 | -81.0% | 0.10% | -82.7% |
| Q1 2021 | $1,946,000 | -55.9% | 28,129 | -56.8% | 0.61% | -58.8% |
| Q4 2020 | $4,416,000 | -46.4% | 65,050 | -49.7% | 1.47% | -53.0% |
| Q3 2020 | $8,245,000 | -34.1% | 129,377 | -37.3% | 3.13% | -43.2% |
| Q2 2020 | $12,502,000 | -62.9% | 206,196 | -67.0% | 5.52% | -68.6% |
| Q1 2020 | $33,710,000 | -26.9% | 624,142 | -11.2% | 17.58% | -9.9% |
| Q4 2019 | $46,095,000 | +2.1% | 702,667 | -0.2% | 19.50% | +0.2% |
| Q3 2019 | $45,144,000 | +261.8% | 704,274 | +248.5% | 19.46% | +243.9% |
| Q2 2019 | $12,476,000 | +8.2% | 202,112 | +3.1% | 5.66% | +5.2% |
| Q1 2019 | $11,530,000 | +391.1% | 196,084 | +337.6% | 5.38% | +251.7% |
| Q4 2018 | $2,348,000 | +524.5% | 44,812 | +580.1% | 1.53% | +676.1% |
| Q3 2018 | $376,000 | +15.0% | 6,589 | +7.1% | 0.20% | +8.8% |
| Q2 2018 | $327,000 | +32600.0% | 6,151 | +61410.0% | 0.18% | +18000.0% |
| Q1 2018 | $1,000 | – | 10 | – | 0.00% | – |
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% |