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 2023 | $1,187,306 | -4.1% | 16,404 | -1.6% | 0.14% | -2.8% |
| Q2 2023 | $1,238,694 | +0.7% | 16,665 | -1.4% | 0.14% | -0.7% |
| Q1 2023 | $1,229,869 | +29.4% | 16,908 | +28.3% | 0.14% | +29.1% |
| Q4 2022 | $950,270 | +2.4% | 13,180 | -6.1% | 0.11% | -6.8% |
| Q3 2022 | $928,000 | -6.2% | 14,039 | -0.4% | 0.12% | -1.7% |
| Q2 2022 | $989,000 | -9.5% | 14,090 | +0.0% | 0.12% | +0.8% |
| Q1 2022 | $1,093,000 | -4.0% | 14,088 | +0.0% | 0.12% | +4.4% |
| Q4 2021 | $1,139,000 | -11.8% | 14,082 | -19.9% | 0.11% | -55.6% |
| Q3 2021 | $1,292,000 | -0.1% | 17,583 | +0.1% | 0.26% | +0.8% |
| Q2 2021 | $1,293,000 | +0.7% | 17,568 | -5.3% | 0.26% | -5.6% |
| Q1 2021 | $1,284,000 | +2.1% | 18,552 | +0.1% | 0.27% | -4.3% |
| Q4 2020 | $1,258,000 | +7.8% | 18,536 | +1.2% | 0.28% | -3.8% |
| Q3 2020 | $1,167,000 | -14.3% | 18,319 | -18.4% | 0.29% | -20.2% |
| Q2 2020 | $1,361,000 | -6.4% | 22,445 | -16.6% | 0.37% | -18.6% |
| Q1 2020 | $1,454,000 | +1.5% | 26,914 | +23.2% | 0.45% | +21.9% |
| Q4 2019 | $1,433,000 | -8.5% | 21,851 | -10.6% | 0.37% | -16.3% |
| Q3 2019 | $1,566,000 | +1.2% | 24,437 | -2.5% | 0.44% | -1.3% |
| Q2 2019 | $1,547,000 | -1.8% | 25,068 | -6.5% | 0.45% | -7.6% |
| Q1 2019 | $1,576,000 | +11.1% | 26,802 | -1.0% | 0.48% | -0.2% |
| Q4 2018 | $1,419,000 | -12.8% | 27,077 | -5.1% | 0.49% | -5.8% |
| Q3 2018 | $1,627,000 | -21.6% | 28,524 | -26.9% | 0.52% | -28.1% |
| Q2 2018 | $2,075,000 | -3.4% | 39,034 | -5.7% | 0.72% | -15.6% |
| Q1 2018 | $2,149,000 | -27.8% | 41,378 | -26.7% | 0.85% | -26.6% |
| Q4 2017 | $2,978,000 | -4.7% | 56,414 | -9.1% | 1.16% | -7.8% |
| Q3 2017 | $3,125,000 | -1.0% | 62,082 | -3.7% | 1.26% | -6.2% |
| Q2 2017 | $3,155,000 | +6.4% | 64,485 | +3.8% | 1.34% | -0.3% |
| Q1 2017 | $2,965,000 | +4.0% | 62,123 | -1.5% | 1.34% | -5.7% |
| Q4 2016 | $2,852,000 | -1.5% | 63,072 | -1.0% | 1.42% | -10.4% |
| Q3 2016 | $2,894,000 | -2.8% | 63,705 | -1.1% | 1.59% | -8.9% |
| Q2 2016 | $2,976,000 | – | 64,404 | – | 1.74% | – |
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% |