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 | $4,375,733 | -3.2% | 60,455 | -0.6% | 1.82% | -2.4% |
| Q2 2023 | $4,520,453 | +2.2% | 60,816 | 0.0% | 1.87% | +43.7% |
| Q1 2023 | $4,423,756 | +89704.2% | 60,816 | -11.0% | 1.30% | -12.9% |
| Q4 2022 | $4,926 | -99.9% | 68,319 | 0.0% | 1.49% | +4.1% |
| Q3 2022 | $4,516,000 | -5.9% | 68,319 | 0.0% | 1.44% | +33.2% |
| Q2 2022 | $4,797,000 | -9.7% | 68,319 | -0.3% | 1.08% | +9.6% |
| Q1 2022 | $5,313,000 | -4.1% | 68,499 | 0.0% | 0.98% | -32.9% |
| Q4 2021 | $5,542,000 | +10.1% | 68,499 | 0.0% | 1.46% | +56.9% |
| Q3 2021 | $5,035,000 | -0.1% | 68,499 | 0.0% | 0.93% | +2.1% |
| Q2 2021 | $5,042,000 | +6.4% | 68,499 | 0.0% | 0.92% | -2.5% |
| Q1 2021 | $4,739,000 | +1.4% | 68,499 | -0.5% | 0.94% | -3.7% |
| Q4 2020 | $4,672,000 | -15.7% | 68,820 | -20.8% | 0.97% | -20.0% |
| Q3 2020 | $5,540,000 | +5.1% | 86,929 | 0.0% | 1.22% | -3.7% |
| Q2 2020 | $5,271,000 | +12.3% | 86,929 | 0.0% | 1.26% | +0.7% |
| Q1 2020 | $4,695,000 | -17.7% | 86,929 | 0.0% | 1.26% | +5.9% |
| Q4 2019 | $5,703,000 | +2.4% | 86,929 | 0.0% | 1.19% | +6.3% |
| Q3 2019 | $5,572,000 | +2.7% | 86,929 | -1.1% | 1.12% | -2.1% |
| Q2 2019 | $5,425,000 | +5.0% | 87,879 | 0.0% | 1.14% | +1.8% |
| Q1 2019 | $5,167,000 | +12.2% | 87,879 | 0.0% | 1.12% | +2.3% |
| Q4 2018 | $4,605,000 | -8.5% | 87,879 | -0.4% | 1.10% | +14.7% |
| Q3 2018 | $5,031,000 | +7.3% | 88,194 | 0.0% | 0.96% | +6.2% |
| Q2 2018 | $4,688,000 | -4.4% | 88,194 | -6.6% | 0.90% | -1.3% |
| Q1 2018 | $4,903,000 | -22.7% | 94,421 | -21.5% | 0.91% | -7.7% |
| Q4 2017 | $6,345,000 | +4.7% | 120,218 | -0.1% | 0.99% | +21.1% |
| Q3 2017 | $6,060,000 | +2.6% | 120,388 | -0.3% | 0.82% | +0.6% |
| Q2 2017 | $5,906,000 | -31.8% | 120,705 | -33.5% | 0.81% | -28.2% |
| Q1 2017 | $8,659,000 | -0.3% | 181,449 | -5.6% | 1.13% | -4.9% |
| Q4 2016 | $8,689,000 | -8.7% | 192,140 | -8.3% | 1.19% | -4.9% |
| Q3 2016 | $9,520,000 | +4.8% | 209,560 | +6.6% | 1.25% | +0.2% |
| Q2 2016 | $9,087,000 | +20.8% | 196,650 | +14.9% | 1.24% | +22.7% |
| Q1 2016 | $7,523,000 | +22.9% | 171,143 | +17.0% | 1.01% | +21.7% |
| Q4 2015 | $6,119,000 | – | 146,313 | – | 0.83% | – |
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% |