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 | $248,687 | -3.6% | 3,458 | -0.3% | 0.09% | -2.2% |
| Q2 2023 | $257,874 | +10.5% | 3,469 | +8.5% | 0.09% | +10.8% |
| Q1 2023 | $233,471 | -8.1% | 3,197 | -9.3% | 0.08% | -15.3% |
| Q4 2022 | $254,114 | +8.6% | 3,524 | -0.3% | 0.10% | -1.0% |
| Q3 2022 | $234,000 | +3.1% | 3,535 | +9.3% | 0.10% | +8.8% |
| Q2 2022 | $227,000 | -1.7% | 3,234 | +9.1% | 0.09% | +8.3% |
| Q1 2022 | $231,000 | -2.5% | 2,964 | +1.4% | 0.08% | -2.3% |
| Q4 2021 | $237,000 | +7.2% | 2,924 | -2.2% | 0.09% | -3.4% |
| Q3 2021 | $221,000 | +4.7% | 2,991 | +4.8% | 0.09% | -1.1% |
| Q2 2021 | $211,000 | – | 2,854 | – | 0.09% | – |
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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% |