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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $13,440,000 | +2.9% | 176,696 | -0.6% | 2.94% | -4.5% |
| Q3 2021 | $13,062,000 | -0.5% | 177,713 | -0.4% | 3.08% | -9.0% |
| Q2 2021 | $13,132,000 | +6.3% | 178,393 | -0.0% | 3.38% | -3.5% |
| Q1 2021 | $12,349,000 | -6.9% | 178,477 | -8.6% | 3.50% | -11.7% |
| Q4 2020 | $13,259,000 | +2.1% | 195,246 | -4.2% | 3.97% | -11.1% |
| Q3 2020 | $12,992,000 | +7.3% | 203,857 | +2.1% | 4.46% | -5.7% |
| Q2 2020 | $12,108,000 | +24.1% | 199,701 | +6.3% | 4.73% | -21.8% |
| Q1 2020 | $9,758,000 | -19.0% | 187,868 | +5.6% | 6.05% | +29.2% |
| Q4 2019 | $12,044,000 | +14.1% | 177,980 | +8.1% | 4.68% | -0.2% |
| Q3 2019 | $10,555,000 | +36.3% | 164,668 | +31.3% | 4.69% | +29.0% |
| Q2 2019 | $7,742,000 | -0.5% | 125,419 | -5.2% | 3.64% | -13.5% |
| Q1 2019 | $7,778,000 | +17.8% | 132,284 | +5.0% | 4.20% | -2.1% |
| Q4 2018 | $6,601,000 | -1.5% | 125,974 | +7.2% | 4.30% | -1.7% |
| Q3 2018 | $6,702,000 | +11.7% | 117,489 | +4.1% | 4.37% | -0.7% |
| Q2 2018 | $6,000,000 | +1.7% | 112,859 | -0.7% | 4.40% | -4.9% |
| Q1 2018 | $5,901,000 | +2.3% | 113,637 | +4.0% | 4.63% | +1.8% |
| Q4 2017 | $5,769,000 | – | 109,300 | – | 4.54% | – |
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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% |