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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $765,484 | -4.7% | 10,576 | -2.2% | 0.57% | +8.0% |
| Q2 2023 | $803,426 | +3.1% | 10,809 | +0.9% | 0.53% | -6.2% |
| Q1 2023 | $779,435 | -5.1% | 10,715 | -5.9% | 0.56% | -19.0% |
| Q4 2022 | $821,352 | +10.4% | 11,392 | +1.2% | 0.69% | +12.8% |
| Q3 2022 | $744,000 | -10.0% | 11,258 | -4.5% | 0.62% | -2.1% |
| Q2 2022 | $827,000 | -7.2% | 11,783 | +2.6% | 0.63% | +12.5% |
| Q1 2022 | $891,000 | +33.0% | 11,481 | +38.6% | 0.56% | +45.7% |
| Q4 2021 | $670,000 | +6.0% | 8,285 | -3.7% | 0.38% | +4.4% |
| Q3 2021 | $632,000 | +8.2% | 8,599 | +8.4% | 0.37% | +9.9% |
| Q2 2021 | $584,000 | +4.3% | 7,933 | -2.0% | 0.33% | -6.2% |
| Q1 2021 | $560,000 | +96.5% | 8,098 | +92.7% | 0.36% | +67.9% |
| Q4 2020 | $285,000 | – | 4,203 | – | 0.21% | – |
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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% |