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 | $235,090 | -2.8% | 3,248 | -0.2% | 0.26% | +2.4% |
| Q2 2023 | $241,870 | -7.5% | 3,254 | -9.1% | 0.26% | -11.5% |
| Q1 2023 | $261,374 | -3.4% | 3,579 | -4.7% | 0.29% | -6.5% |
| Q4 2022 | $270,663 | +0.6% | 3,754 | -2.0% | 0.31% | -0.6% |
| Q3 2022 | $269,000 | -15.4% | 3,829 | -6.6% | 0.31% | 0.0% |
| Q2 2022 | $318,000 | 0.0% | 4,101 | 0.0% | 0.31% | +17.4% |
| Q1 2022 | $318,000 | -19.9% | 4,101 | -16.9% | 0.26% | -17.0% |
| Q4 2021 | $397,000 | -15.5% | 4,934 | -22.7% | 0.32% | -34.2% |
| Q3 2021 | $470,000 | 0.0% | 6,387 | 0.0% | 0.48% | 0.0% |
| Q2 2021 | $470,000 | -87.0% | 6,387 | -87.8% | 0.48% | -88.4% |
| Q1 2021 | $3,610,000 | +4.3% | 52,169 | +2.3% | 4.15% | +3.9% |
| Q4 2020 | $3,462,000 | – | 51,006 | – | 4.00% | – |
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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% |