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 | $295 | -8.4% | 4,077 | -6.0% | 0.26% | +102.3% |
| Q2 2023 | $322 | +875.8% | 4,338 | -99.8% | 0.13% | -83.5% |
| Q1 2023 | $33 | -99.7% | 2,382,567 | +1394.6% | 0.79% | -93.5% |
| Q4 2022 | $11,493 | -99.9% | 159,410 | +4.5% | 12.13% | +2.0% |
| Q3 2022 | $10,085,000 | -1.0% | 152,573 | +5.2% | 11.90% | -1.1% |
| Q2 2022 | $10,184,000 | -7.1% | 145,055 | +2.6% | 12.03% | +4.8% |
| Q1 2022 | $10,965,000 | +4.2% | 141,361 | +8.7% | 11.48% | -4.2% |
| Q4 2021 | $10,520,000 | +13.6% | 130,032 | +3.2% | 11.99% | -18.1% |
| Q3 2021 | $9,262,000 | +11.9% | 126,016 | +12.1% | 14.65% | +19.1% |
| Q2 2021 | $8,278,000 | +13.4% | 112,458 | +6.6% | 12.29% | +4.5% |
| Q1 2021 | $7,300,000 | +11.6% | 105,513 | +9.5% | 11.76% | +186.6% |
| Q4 2020 | $6,542,000 | – | 96,381 | – | 4.10% | – |
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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% |