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 | $5,865,357 | -4.8% | 81,036 | -2.2% | 3.71% | -7.0% |
| Q2 2023 | $6,160,722 | -3.3% | 82,883 | -3.6% | 3.99% | -5.5% |
| Q1 2023 | $6,372,903 | +0.1% | 85,969 | -2.7% | 4.22% | +1.3% |
| Q4 2022 | $6,368,769 | +7.4% | 88,332 | -1.5% | 4.16% | +9.3% |
| Q3 2022 | $5,930,000 | -5.2% | 89,719 | +0.7% | 3.81% | -0.4% |
| Q2 2022 | $6,254,000 | -9.6% | 89,083 | -0.1% | 3.82% | +2.0% |
| Q1 2022 | $6,920,000 | -3.9% | 89,210 | +0.2% | 3.75% | +1.2% |
| Q4 2021 | $7,204,000 | +6.3% | 89,044 | -3.5% | 3.70% | -3.0% |
| Q3 2021 | $6,780,000 | -6.8% | 92,243 | -6.7% | 3.82% | -10.0% |
| Q2 2021 | $7,275,000 | -8.9% | 98,837 | -14.4% | 4.24% | -14.5% |
| Q1 2021 | $7,988,000 | -4.5% | 115,446 | -6.3% | 4.96% | -9.2% |
| Q4 2020 | $8,361,000 | +33.2% | 123,168 | +25.0% | 5.47% | +25.0% |
| Q3 2020 | $6,278,000 | +3.7% | 98,513 | -1.3% | 4.37% | +1.5% |
| Q2 2020 | $6,052,000 | +46.9% | 99,812 | +30.8% | 4.31% | +45.2% |
| Q1 2020 | $4,120,000 | -12.8% | 76,285 | +5.9% | 2.97% | -1.8% |
| Q4 2019 | $4,727,000 | – | 72,051 | – | 3.02% | – |
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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% |