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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,728,375 | -1.9% | 23,761 | -2.7% | 1.60% | -7.0% |
| Q4 2022 | $1,761,331 | -40.0% | 24,429 | -45.0% | 1.72% | -59.2% |
| Q3 2022 | $2,937,000 | -5.3% | 44,445 | +0.6% | 4.20% | +17.2% |
| Q2 2022 | $3,103,000 | -17.8% | 44,198 | -9.2% | 3.59% | -18.0% |
| Q1 2022 | $3,776,000 | -7.9% | 48,682 | -4.0% | 4.37% | -0.8% |
| Q4 2021 | $4,102,000 | +11.9% | 50,712 | +1.7% | 4.41% | +11.4% |
| Q3 2021 | $3,665,000 | -2.2% | 49,875 | -2.0% | 3.96% | -1.1% |
| Q2 2021 | $3,746,000 | +19.0% | 50,891 | +11.8% | 4.00% | +30.3% |
| Q1 2021 | $3,149,000 | +6.7% | 45,523 | +4.7% | 3.07% | -3.7% |
| Q4 2020 | $2,951,000 | +9.4% | 43,481 | +2.7% | 3.19% | -1.8% |
| Q3 2020 | $2,698,000 | +4.3% | 42,344 | -0.7% | 3.24% | +11.4% |
| Q2 2020 | $2,586,000 | +13.0% | 42,660 | +0.7% | 2.91% | +6.4% |
| Q1 2020 | $2,288,000 | -56.7% | 42,362 | -47.3% | 2.74% | -44.5% |
| Q4 2019 | $5,281,000 | – | 80,431 | – | 4.93% | – |
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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% |