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 | $23,712,270 | -2.3% | 327,608 | +0.3% | 16.68% | -5.0% |
| Q2 2023 | $24,270,908 | -15.0% | 326,529 | -16.8% | 17.55% | -21.3% |
| Q1 2023 | $28,560,440 | -39.3% | 392,638 | -39.8% | 22.31% | -41.9% |
| Q4 2022 | $47,014,463 | +19.3% | 652,073 | +9.4% | 38.43% | +4.4% |
| Q3 2022 | $39,395,000 | -16.3% | 595,990 | -8.1% | 36.80% | +344.6% |
| Q2 2022 | $47,092,000 | +184.2% | 648,340 | +203.5% | 8.28% | -0.3% |
| Q1 2022 | $16,572,000 | -57.0% | 213,634 | -55.2% | 8.30% | -60.6% |
| Q4 2021 | $38,549,000 | +6.2% | 476,499 | -3.5% | 21.08% | +6.8% |
| Q3 2021 | $36,284,000 | +148.7% | 493,672 | +149.1% | 19.73% | +159.2% |
| Q2 2021 | $14,590,000 | +14.5% | 198,205 | +7.6% | 7.61% | +7.2% |
| Q1 2021 | $12,745,000 | -50.9% | 184,197 | -51.8% | 7.10% | -55.8% |
| Q4 2020 | $25,942,000 | -35.9% | 382,173 | -39.8% | 16.07% | -42.1% |
| Q3 2020 | $40,449,000 | -15.0% | 634,698 | -19.1% | 27.77% | -22.6% |
| Q2 2020 | $47,586,000 | -27.2% | 784,863 | -35.2% | 35.86% | -30.8% |
| Q1 2020 | $65,381,000 | – | 1,210,537 | – | 51.79% | – |
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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% |