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 | $544,299 | -4.9% | 7,520 | -2.3% | 0.14% | -4.2% |
| Q2 2023 | $572,118 | +10.7% | 7,697 | +8.4% | 0.14% | -6.6% |
| Q1 2023 | $516,598 | +3.1% | 7,102 | +2.2% | 0.15% | -7.3% |
| Q4 2022 | $501,043 | +0.4% | 6,949 | -2.3% | 0.16% | -17.2% |
| Q3 2022 | $499,000 | 0.0% | 7,112 | 0.0% | 0.20% | 0.0% |
| Q2 2022 | $499,000 | -58.8% | 7,112 | -52.5% | 0.20% | -54.5% |
| Q1 2022 | $1,210,000 | 0.0% | 14,962 | 0.0% | 0.44% | 0.0% |
| Q4 2021 | $1,210,000 | -24.4% | 14,962 | -31.2% | 0.44% | -35.4% |
| Q3 2021 | $1,600,000 | +14.9% | 21,762 | +15.1% | 0.67% | +7.5% |
| Q2 2021 | $1,392,000 | -2.4% | 18,909 | -8.3% | 0.63% | -13.3% |
| Q1 2021 | $1,426,000 | -6.1% | 20,610 | -7.8% | 0.72% | -10.5% |
| Q4 2020 | $1,518,000 | +5.4% | 22,358 | -1.1% | 0.81% | -11.6% |
| Q3 2020 | $1,440,000 | +6.2% | 22,601 | +1.0% | 0.91% | -2.1% |
| Q2 2020 | $1,356,000 | +18.1% | 22,369 | +5.3% | 0.93% | -12.8% |
| Q1 2020 | $1,148,000 | -19.6% | 21,246 | -2.4% | 1.07% | -2.6% |
| Q4 2019 | $1,428,000 | +20.3% | 21,772 | +17.6% | 1.10% | +4.4% |
| Q3 2019 | $1,187,000 | +4.7% | 18,513 | +0.8% | 1.05% | +0.6% |
| Q2 2019 | $1,134,000 | +7.3% | 18,375 | +2.2% | 1.05% | +0.1% |
| Q1 2019 | $1,057,000 | +3.7% | 17,971 | +0.6% | 1.05% | +28.2% |
| Q4 2018 | $1,019,000 | – | 17,856 | – | 0.82% | – |
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% |