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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $190,000 | -27.2% | 2,351 | -33.7% | 0.44% | +209.0% |
| Q2 2021 | $261,000 | -1.1% | 3,548 | -7.2% | 0.14% | -4.6% |
| Q1 2021 | $264,000 | -23.9% | 3,822 | -25.3% | 0.15% | -20.1% |
| Q4 2020 | $347,000 | -13.5% | 5,119 | -18.7% | 0.19% | -11.7% |
| Q3 2020 | $401,000 | -99.9% | 6,295 | +1.3% | 0.21% | +0.9% |
| Q2 2020 | $376,937,000 | +4.3% | 6,217 | -7.1% | 0.21% | -0.5% |
| Q1 2020 | $361,489,000 | -15.1% | 6,693 | +9.4% | 0.21% | -1.4% |
| Q4 2019 | $425,866,000 | +91879.7% | 6,117 | -15.3% | 0.22% | -47.1% |
| Q3 2019 | $463,000 | +5.0% | 7,222 | +3.6% | 0.41% | -13.2% |
| Q2 2019 | $441,000 | +3.5% | 6,972 | -3.7% | 0.47% | -15.3% |
| Q1 2019 | $426,000 | +42.0% | 7,240 | +26.3% | 0.56% | +262.7% |
| Q4 2018 | $300,000 | – | 5,732 | – | 0.15% | – |
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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% |