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 | $8,215,477 | -1.8% | 113,505 | +0.8% | 7.23% | +1.0% |
| Q2 2023 | $8,366,301 | +4.3% | 112,556 | +2.1% | 7.16% | -8.5% |
| Q1 2023 | $8,022,395 | +4.0% | 110,289 | +3.1% | 7.83% | -4.1% |
| Q4 2022 | $7,713,774 | +7.9% | 106,987 | -1.1% | 8.16% | -4.9% |
| Q3 2022 | $7,147,135 | -7.1% | 108,126 | -1.3% | 8.58% | -0.6% |
| Q2 2022 | $7,690,356 | -8.1% | 109,534 | +1.5% | 8.63% | +1.2% |
| Q1 2022 | $8,372,143 | -20.4% | 107,930 | -17.0% | 8.53% | -9.7% |
| Q4 2021 | $10,516,438 | – | 129,993 | – | 9.44% | – |
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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% |