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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,480,845 | +0.6% | 172,435 | +3.3% | 0.16% | +9.2% |
| Q2 2023 | $12,412,144 | +2.2% | 166,987 | -0.0% | 0.14% | +0.7% |
| Q1 2023 | $12,149,617 | -0.2% | 167,028 | -1.1% | 0.14% | -6.0% |
| Q4 2022 | $12,176,032 | +5.8% | 168,877 | -3.0% | 0.15% | 0.0% |
| Q3 2022 | $11,507,000 | -6.2% | 174,089 | -0.4% | 0.15% | +5.6% |
| Q2 2022 | $12,268,000 | -16.4% | 174,735 | -7.6% | 0.14% | +1.4% |
| Q1 2022 | $14,675,000 | -6.7% | 189,188 | -2.7% | 0.14% | +6.9% |
| Q4 2021 | $15,734,000 | +10.4% | 194,497 | +0.3% | 0.13% | +7.4% |
| Q3 2021 | $14,253,000 | +1.2% | 193,922 | +1.3% | 0.12% | +6.1% |
| Q2 2021 | $14,085,000 | +73.6% | 191,348 | +63.1% | 0.12% | +66.7% |
| Q1 2021 | $8,115,000 | – | 117,300 | – | 0.07% | – |
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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% |