ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,126,000 | +5.1% | 13,914 | -4.5% | 0.52% | -7.4% |
| Q3 2021 | $1,071,000 | -8.2% | 14,575 | -8.0% | 0.57% | -9.6% |
| Q2 2021 | $1,167,000 | +5.8% | 15,849 | -0.6% | 0.63% | -2.9% |
| Q1 2021 | $1,103,000 | -2.6% | 15,948 | -4.4% | 0.64% | -13.9% |
| Q4 2020 | $1,133,000 | -3.3% | 16,690 | -9.3% | 0.75% | -14.5% |
| Q3 2020 | $1,172,000 | -9.4% | 18,395 | -13.7% | 0.88% | -17.7% |
| Q2 2020 | $1,293,000 | +9.6% | 21,327 | -2.4% | 1.06% | -10.7% |
| Q1 2020 | $1,180,000 | -26.2% | 21,843 | -10.4% | 1.19% | -8.4% |
| Q4 2019 | $1,599,000 | – | 24,372 | – | 1.30% | – |
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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% |