ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $208,000 | -23.0% | 2,570 | -30.0% | 0.02% | -29.0% |
| Q2 2021 | $270,000 | +6.3% | 3,670 | 0.0% | 0.03% | +3.3% |
| Q1 2021 | $254,000 | -18.1% | 3,670 | -19.7% | 0.03% | -26.8% |
| Q4 2020 | $310,000 | +21.6% | 4,570 | +14.2% | 0.04% | -42.3% |
| Q3 2020 | $255,000 | +4.9% | 4,000 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $243,000 | +12.5% | 4,000 | 0.0% | 0.07% | -12.3% |
| Q1 2020 | $216,000 | -17.6% | 4,000 | 0.0% | 0.08% | -3.6% |
| Q4 2019 | $262,000 | +2.3% | 4,000 | 0.0% | 0.08% | -5.6% |
| Q3 2019 | $256,000 | +3.6% | 4,000 | 0.0% | 0.09% | -29.9% |
| Q2 2019 | $247,000 | -32.9% | 4,000 | -36.1% | 0.13% | -39.5% |
| Q1 2019 | $368,000 | +12.2% | 6,255 | 0.0% | 0.21% | -23.6% |
| Q4 2018 | $328,000 | – | 6,255 | – | 0.28% | – |
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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% |