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 2023 | $22,605,960 | -15.9% | 312,323 | -13.6% | 0.70% | -21.8% |
| Q2 2023 | $26,881,169 | +20.8% | 361,646 | +18.2% | 0.89% | +11.9% |
| Q1 2023 | $22,248,189 | +37.7% | 305,859 | +36.5% | 0.80% | +23.6% |
| Q4 2022 | $16,151,868 | +9.6% | 224,020 | +0.5% | 0.64% | 0.0% |
| Q3 2022 | $14,734,000 | -6.4% | 222,900 | +0.9% | 0.64% | -2.3% |
| Q2 2022 | $15,746,000 | +1.7% | 220,899 | +11.0% | 0.66% | +9.8% |
| Q1 2022 | $15,478,000 | +16.9% | 198,999 | +18.3% | 0.60% | +20.3% |
| Q4 2021 | $13,238,000 | +24.5% | 168,183 | +16.6% | 0.50% | +7.3% |
| Q3 2021 | $10,630,000 | +7.0% | 144,178 | +8.8% | 0.46% | -2.7% |
| Q2 2021 | $9,939,000 | +32.0% | 132,533 | +23.8% | 0.48% | +9.7% |
| Q1 2021 | $7,530,000 | +120.1% | 107,028 | +113.9% | 0.44% | +93.3% |
| Q4 2020 | $3,421,000 | +44.0% | 50,027 | +34.2% | 0.22% | -56.8% |
| Q3 2020 | $2,376,000 | +65.2% | 37,277 | +59.1% | 0.52% | +310.2% |
| Q2 2020 | $1,438,000 | +175.0% | 23,423 | +150.8% | 0.13% | +14.4% |
| Q4 2018 | $523,000 | – | 9,341 | – | 0.11% | – |
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% |