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 | $3,163,979 | -12.0% | 43,713 | -9.7% | 0.81% | -7.6% |
| Q2 2023 | $3,597,434 | +0.3% | 48,398 | -1.9% | 0.88% | -4.9% |
| Q1 2023 | $3,588,035 | -6.0% | 49,327 | -6.8% | 0.93% | -10.9% |
| Q4 2022 | $3,817,019 | +7.9% | 52,941 | -1.1% | 1.04% | +6.0% |
| Q3 2022 | $3,537,000 | -8.2% | 53,518 | -2.5% | 0.98% | -5.2% |
| Q2 2022 | $3,852,000 | -11.5% | 54,871 | -2.2% | 1.03% | +0.8% |
| Q1 2022 | $4,353,000 | -7.4% | 56,124 | -3.4% | 1.03% | -4.9% |
| Q4 2021 | $4,699,000 | +0.8% | 58,093 | -8.4% | 1.08% | -8.4% |
| Q3 2021 | $4,661,000 | -2.6% | 63,418 | -2.4% | 1.18% | -3.4% |
| Q2 2021 | $4,784,000 | +4.1% | 64,996 | -2.1% | 1.22% | -4.6% |
| Q1 2021 | $4,594,000 | +4.2% | 66,396 | +2.2% | 1.28% | -4.5% |
| Q4 2020 | $4,410,000 | +14.2% | 64,970 | +7.2% | 1.34% | -1.3% |
| Q3 2020 | $3,862,000 | +7.0% | 60,609 | +2.3% | 1.36% | +0.2% |
| Q2 2020 | $3,608,000 | +18.7% | 59,269 | +1.2% | 1.35% | -6.2% |
| Q1 2020 | $3,040,000 | -22.0% | 58,547 | -1.4% | 1.44% | +10.9% |
| Q4 2019 | $3,896,000 | +2.2% | 59,384 | -1.0% | 1.30% | -6.0% |
| Q3 2019 | $3,813,000 | +6.3% | 60,005 | +3.7% | 1.38% | +3.2% |
| Q2 2019 | $3,588,000 | +11.4% | 57,881 | +6.0% | 1.34% | +2.8% |
| Q1 2019 | $3,220,000 | +38.9% | 54,579 | +23.3% | 1.30% | +23.4% |
| Q4 2018 | $2,318,000 | – | 44,251 | – | 1.06% | – |
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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% |