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 | $390,852 | -2.6% | 5,400 | 0.0% | 0.14% | -5.9% |
| Q2 2023 | $401,382 | +2.2% | 5,400 | 0.0% | 0.15% | -14.0% |
| Q1 2023 | $392,796 | +0.9% | 5,400 | 0.0% | 0.18% | -26.1% |
| Q4 2022 | $389,340 | +9.1% | 5,400 | 0.0% | 0.24% | -9.1% |
| Q3 2022 | $357,000 | -5.8% | 5,400 | 0.0% | 0.26% | -12.3% |
| Q2 2022 | $379,000 | -54.8% | 5,400 | -50.0% | 0.30% | -48.5% |
| Q1 2022 | $838,000 | +91.8% | 10,800 | +100.0% | 0.59% | +75.4% |
| Q4 2021 | $437,000 | +4.3% | 5,400 | 0.0% | 0.33% | 0.0% |
| Q3 2021 | $419,000 | +5.5% | 5,400 | 0.0% | 0.33% | +17.2% |
| Q2 2021 | $397,000 | +6.1% | 5,400 | 0.0% | 0.28% | -3.1% |
| Q1 2021 | $374,000 | +1.9% | 5,400 | 0.0% | 0.29% | -15.8% |
| Q4 2020 | $367,000 | -21.7% | 5,400 | -34.3% | 0.35% | +11.5% |
| Q3 2018 | $469,000 | +7.3% | 8,221 | 0.0% | 0.31% | -0.6% |
| Q2 2018 | $437,000 | +2.3% | 8,221 | 0.0% | 0.32% | -3.4% |
| Q1 2018 | $427,000 | -2.7% | 8,221 | 0.0% | 0.33% | -0.6% |
| Q4 2017 | $439,000 | – | 8,221 | – | 0.33% | – |
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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% |