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 | $228,938 | -2.6% | 3,163 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $235,106 | +2.2% | 3,163 | 0.0% | 0.08% | +1.2% |
| Q1 2023 | $230,077 | -22.2% | 3,163 | -22.9% | 0.08% | -22.1% |
| Q4 2022 | $295,826 | +9.2% | 4,103 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $271,000 | -5.9% | 4,103 | 0.0% | 0.10% | +6.1% |
| Q2 2022 | $288,000 | -9.4% | 4,103 | 0.0% | 0.10% | +8.9% |
| Q1 2022 | $318,000 | -3.9% | 4,103 | 0.0% | 0.09% | -1.1% |
| Q4 2021 | $331,000 | +6.8% | 4,103 | -2.6% | 0.09% | +1.1% |
| Q3 2021 | $310,000 | 0.0% | 4,213 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $310,000 | +22.0% | 4,213 | +14.6% | 0.09% | +28.6% |
| Q1 2021 | $254,000 | – | 3,677 | – | 0.07% | – |
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% |