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 | $7,561,504 | +0.2% | 104,470 | +2.9% | 0.49% | +6.5% |
| Q2 2023 | $7,544,585 | +1.3% | 101,501 | -0.9% | 0.46% | -4.6% |
| Q1 2023 | $7,449,757 | -3.3% | 102,416 | -4.2% | 0.48% | -11.4% |
| Q4 2022 | $7,707,730 | +100720.5% | 106,903 | -7.6% | 0.54% | -9.0% |
| Q3 2022 | $7,645 | -7.6% | 115,654 | -1.8% | 0.60% | -8.6% |
| Q2 2022 | $8,271 | -12.2% | 117,797 | -3.0% | 0.65% | +2.7% |
| Q1 2022 | $9,417 | -10.4% | 121,395 | -6.6% | 0.64% | -21.7% |
| Q4 2021 | $10,511 | +56.9% | 129,929 | +42.6% | 0.81% | +24.5% |
| Q3 2021 | $6,698 | -1.5% | 91,135 | -1.4% | 0.65% | -19.1% |
| Q2 2021 | $6,803 | -7.3% | 92,415 | -12.8% | 0.81% | -29.1% |
| Q1 2021 | $7,335 | -12.7% | 106,013 | -14.3% | 1.14% | -31.9% |
| Q4 2020 | $8,400 | -3.8% | 123,752 | -9.7% | 1.67% | -19.8% |
| Q3 2020 | $8,729 | -99.9% | 136,971 | -1.0% | 2.08% | -2.3% |
| Q2 2020 | $8,391,000 | +5.3% | 138,395 | -6.2% | 2.13% | +3.7% |
| Q1 2020 | $7,971,000 | +0.1% | 147,574 | +21.6% | 2.06% | +5.4% |
| Q4 2019 | $7,964,000 | +6.0% | 121,391 | +3.6% | 1.95% | +2.1% |
| Q3 2019 | $7,514,000 | +23.5% | 117,219 | +18.9% | 1.91% | +3.1% |
| Q2 2019 | $6,084,000 | -3.0% | 98,551 | -7.6% | 1.85% | -19.4% |
| Q1 2019 | $6,270,000 | +25.2% | 106,640 | +11.6% | 2.30% | -21.1% |
| Q4 2018 | $5,006,000 | – | 95,535 | – | 2.92% | – |
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% |