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 | $4,678,431 | +0.1% | 64,637 | +2.7% | 3.27% | -4.7% |
| Q2 2023 | $4,676,031 | +6.4% | 62,909 | +4.1% | 3.43% | +2.8% |
| Q1 2023 | $4,396,531 | +5.4% | 60,442 | +4.4% | 3.34% | +0.7% |
| Q4 2022 | $4,173,000 | +0.0% | 57,881 | -8.3% | 3.32% | -10.6% |
| Q3 2022 | $4,171,000 | -4.1% | 63,104 | +1.9% | 3.71% | +3.7% |
| Q2 2022 | $4,350,000 | -17.6% | 61,957 | -8.9% | 3.58% | -8.0% |
| Q1 2022 | $5,277,000 | -14.2% | 68,034 | -10.5% | 3.88% | -8.9% |
| Q4 2021 | $6,147,000 | +0.9% | 75,982 | -8.3% | 4.26% | -3.9% |
| Q3 2021 | $6,090,000 | +8.6% | 82,853 | +8.7% | 4.44% | +5.9% |
| Q2 2021 | $5,609,000 | -2.5% | 76,196 | -8.4% | 4.19% | -12.7% |
| Q1 2021 | $5,755,000 | -4.8% | 83,178 | -6.6% | 4.80% | -7.4% |
| Q4 2020 | $6,044,000 | +12.8% | 89,043 | +5.9% | 5.18% | -3.8% |
| Q3 2020 | $5,357,000 | +18.5% | 84,063 | +12.7% | 5.39% | +2.0% |
| Q2 2020 | $4,521,000 | -5.8% | 74,566 | -16.1% | 5.28% | -17.8% |
| Q1 2020 | $4,799,000 | -25.9% | 88,848 | -10.1% | 6.43% | -5.1% |
| Q4 2019 | $6,480,000 | +14.1% | 98,777 | +11.5% | 6.77% | +1.2% |
| Q3 2019 | $5,678,000 | +12.1% | 88,579 | +8.0% | 6.69% | +5.5% |
| Q2 2019 | $5,063,000 | +41.2% | 82,020 | +34.5% | 6.34% | +36.9% |
| Q1 2019 | $3,586,000 | +20.1% | 60,990 | +7.0% | 4.63% | +7.4% |
| Q4 2018 | $2,986,000 | – | 56,979 | – | 4.31% | – |
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% |