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 | $4,890,206 | -7.2% | 67,563 | -4.1% | 1.53% | -5.3% |
| Q2 2023 | $5,266,795 | -22.1% | 70,440 | -23.1% | 1.61% | -18.4% |
| Q1 2023 | $6,761,518 | -12.4% | 91,595 | -14.5% | 1.98% | -19.2% |
| Q4 2022 | $7,720,705 | +20.9% | 107,083 | +10.8% | 2.45% | +10.8% |
| Q3 2022 | $6,387,000 | +3.9% | 96,623 | +10.4% | 2.21% | +5.3% |
| Q2 2022 | $6,145,000 | +1.4% | 87,522 | +12.0% | 2.10% | +8.9% |
| Q1 2022 | $6,059,000 | +7.8% | 78,112 | +12.5% | 1.93% | -0.8% |
| Q4 2021 | $5,619,000 | +2.0% | 69,460 | -7.3% | 1.94% | -9.0% |
| Q3 2021 | $5,509,000 | -12.2% | 74,954 | -12.0% | 2.14% | -20.3% |
| Q2 2021 | $6,271,000 | -11.4% | 85,194 | -16.8% | 2.68% | -12.1% |
| Q1 2021 | $7,081,000 | -52.5% | 102,338 | -53.4% | 3.05% | -59.1% |
| Q4 2020 | $14,910,000 | -48.3% | 219,649 | -51.2% | 7.46% | -59.0% |
| Q3 2019 | $28,844,000 | +4.2% | 449,981 | +0.3% | 18.18% | +4.9% |
| Q2 2019 | $27,691,000 | +7.5% | 448,574 | +2.4% | 17.34% | +0.3% |
| Q1 2019 | $25,760,000 | +23.7% | 438,092 | +10.3% | 17.28% | +8.8% |
| Q4 2018 | $20,821,000 | +20.5% | 397,355 | +31.2% | 15.89% | +39.4% |
| Q3 2018 | $17,273,000 | +7.9% | 302,831 | +0.6% | 11.40% | +1.2% |
| Q2 2018 | $16,002,000 | -2.0% | 301,009 | -4.2% | 11.27% | +4.7% |
| Q1 2018 | $16,324,000 | -11.5% | 314,355 | -8.7% | 10.76% | -5.3% |
| Q4 2017 | $18,441,000 | +3.6% | 344,309 | -2.6% | 11.36% | -4.4% |
| Q3 2017 | $17,800,000 | +9.2% | 353,592 | +6.1% | 11.88% | +8.1% |
| Q2 2017 | $16,306,000 | +12.4% | 333,246 | +9.7% | 11.00% | +5.9% |
| Q1 2017 | $14,501,000 | +16.8% | 303,876 | +10.7% | 10.38% | +13.7% |
| Q4 2016 | $12,418,000 | – | 274,604 | – | 9.14% | – |
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% |