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 | $870,011 | -20.4% | 12,020 | -18.2% | 0.94% | -8.1% |
| Q2 2023 | $1,092,654 | +2.0% | 14,700 | -0.2% | 1.02% | -3.8% |
| Q1 2023 | $1,071,426 | +35.3% | 14,730 | +34.2% | 1.06% | +16.9% |
| Q4 2022 | $791,646 | +1.2% | 10,980 | -7.2% | 0.91% | +7.7% |
| Q3 2022 | $782,000 | +28.8% | 11,836 | +36.9% | 0.85% | +37.8% |
| Q2 2022 | $607,000 | -8.7% | 8,647 | +0.9% | 0.61% | +4.1% |
| Q1 2022 | $665,000 | +0.2% | 8,569 | +4.4% | 0.59% | +2.8% |
| Q4 2021 | $664,000 | +62.0% | 8,211 | +47.1% | 0.57% | +45.3% |
| Q3 2021 | $410,000 | +3.0% | 5,583 | +3.2% | 0.40% | +1.3% |
| Q2 2021 | $398,000 | +5.3% | 5,408 | -1.1% | 0.39% | -3.2% |
| Q1 2021 | $378,000 | -54.5% | 5,468 | -55.3% | 0.40% | -43.2% |
| Q4 2020 | $831,000 | -27.0% | 12,239 | -31.5% | 0.71% | -35.2% |
| Q3 2020 | $1,139,000 | +4.9% | 17,867 | -0.2% | 1.10% | -2.7% |
| Q2 2020 | $1,086,000 | -9.3% | 17,906 | -19.3% | 1.13% | -21.8% |
| Q1 2020 | $1,198,000 | -55.9% | 22,175 | -46.5% | 1.44% | -47.8% |
| Q4 2019 | $2,719,000 | – | 41,448 | – | 2.76% | – |
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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% |