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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,319,457 | -6.6% | 18,230 | -4.1% | 0.24% | -4.4% |
| Q2 2023 | $1,412,985 | +4.9% | 19,010 | +2.7% | 0.25% | -0.4% |
| Q1 2023 | $1,346,785 | -9.8% | 18,516 | -10.6% | 0.25% | -58.8% |
| Q4 2022 | $1,493,424 | +7.2% | 20,712 | -1.7% | 0.61% | -4.0% |
| Q3 2022 | $1,393,000 | +9.1% | 21,072 | +15.7% | 0.63% | +26.7% |
| Q2 2022 | $1,277,000 | -12.6% | 18,212 | -3.4% | 0.50% | +8.0% |
| Q1 2022 | $1,461,000 | +1.2% | 18,846 | +5.5% | 0.46% | +2.4% |
| Q4 2021 | $1,444,000 | +9.9% | 17,864 | -0.2% | 0.45% | -3.0% |
| Q3 2021 | $1,314,000 | +14.3% | 17,904 | +14.6% | 0.46% | +11.0% |
| Q2 2021 | $1,150,000 | +39.9% | 15,624 | +31.5% | 0.42% | +29.3% |
| Q1 2021 | $822,000 | -4.8% | 11,882 | -6.6% | 0.32% | -12.2% |
| Q4 2020 | $863,000 | -70.0% | 12,718 | -71.8% | 0.37% | -74.4% |
| Q3 2020 | $2,872,000 | +0.5% | 45,063 | -4.4% | 1.44% | -25.6% |
| Q2 2020 | $2,859,000 | +16.1% | 47,156 | +3.4% | 1.94% | -11.6% |
| Q1 2020 | $2,463,000 | -13.5% | 45,607 | +5.1% | 2.19% | -2.5% |
| Q4 2019 | $2,846,000 | – | 43,377 | – | 2.24% | – |
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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% |