ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,882,000 | -11.5% | 26,806 | -2.3% | 0.77% | -6.0% |
| Q1 2022 | $2,127,000 | -2.5% | 27,424 | +1.7% | 0.82% | +88.2% |
| Q4 2021 | $2,181,000 | +9.9% | 26,960 | -0.1% | 0.43% | -43.3% |
| Q3 2021 | $1,984,000 | +1.9% | 26,996 | +2.0% | 0.76% | +5.2% |
| Q2 2021 | $1,947,000 | +8.1% | 26,462 | +1.7% | 0.73% | -6.3% |
| Q1 2021 | $1,801,000 | -68.5% | 26,031 | -69.1% | 0.78% | -71.3% |
| Q4 2020 | $5,717,000 | -6.2% | 84,228 | -11.9% | 2.70% | -18.6% |
| Q3 2020 | $6,092,000 | +5.5% | 95,599 | +0.3% | 3.32% | +3.2% |
| Q2 2020 | $5,776,000 | +13.9% | 95,280 | +1.5% | 3.21% | -5.1% |
| Q1 2020 | $5,070,000 | -20.5% | 93,889 | -3.5% | 3.38% | -7.9% |
| Q4 2019 | $6,381,000 | +25.4% | 97,278 | +22.5% | 3.68% | +13.2% |
| Q3 2019 | $5,089,000 | +41.4% | 79,401 | +36.2% | 3.25% | +33.0% |
| Q2 2019 | $3,598,000 | +89850.0% | 58,298 | +66909.2% | 2.44% | +81233.3% |
| Q4 2017 | $4,000 | – | 87 | – | 0.00% | – |
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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% |