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 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2021 | $140,000 | +13900.0% | 1,904 | +10477.8% | 0.06% | +6200.0% |
| Q3 2020 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | -99.9% | 18 | -99.9% | 0.00% | -99.9% |
| Q1 2020 | $1,249,000 | -66.8% | 22,558 | -60.7% | 0.98% | -56.8% |
| Q4 2019 | $3,761,000 | -2.4% | 57,327 | -4.7% | 2.26% | -11.5% |
| Q3 2019 | $3,855,000 | +1.8% | 60,134 | -1.9% | 2.56% | +0.7% |
| Q2 2019 | $3,785,000 | +17.3% | 61,323 | +11.7% | 2.54% | +6.1% |
| Q1 2019 | $3,228,000 | +18.9% | 54,883 | +6.0% | 2.39% | -1.1% |
| Q4 2018 | $2,714,000 | -3.1% | 51,783 | +5.4% | 2.42% | +24.6% |
| Q3 2018 | $2,801,000 | +44.5% | 49,110 | +34.7% | 1.94% | +33.1% |
| Q2 2018 | $1,938,000 | -8.8% | 36,471 | -10.9% | 1.46% | -13.0% |
| Q1 2018 | $2,125,000 | -41.5% | 40,929 | -40.6% | 1.68% | -35.1% |
| Q4 2017 | $3,635,000 | – | 68,861 | – | 2.58% | – |
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% |