ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,997,670 | -0.3% | 221,023 | +2.4% | 9.06% | +0.6% |
| Q2 2023 | $16,045,220 | -5.2% | 215,864 | -7.3% | 9.00% | -1.6% |
| Q1 2023 | $16,932,530 | +2.6% | 232,781 | +1.7% | 9.15% | -3.3% |
| Q4 2022 | $16,509,068 | +10.3% | 228,974 | +1.1% | 9.46% | +1.0% |
| Q3 2022 | $14,972,000 | -4.4% | 226,500 | +1.5% | 9.37% | -3.4% |
| Q2 2022 | $15,660,000 | -3.5% | 223,048 | +6.7% | 9.70% | +1.8% |
| Q1 2022 | $16,222,000 | -1.9% | 209,124 | +2.3% | 9.53% | +0.9% |
| Q4 2021 | $16,541,000 | +13.0% | 204,466 | +2.7% | 9.45% | +4.7% |
| Q3 2021 | $14,633,000 | +1.1% | 199,090 | +1.3% | 9.02% | -0.1% |
| Q2 2021 | $14,469,000 | +9.1% | 196,557 | +2.6% | 9.03% | +1.3% |
| Q1 2021 | $13,259,000 | +17.3% | 191,638 | +15.1% | 8.91% | +3.9% |
| Q4 2020 | $11,306,000 | +4.4% | 166,565 | -1.9% | 8.58% | +0.7% |
| Q3 2020 | $10,826,000 | +12.8% | 169,877 | +7.3% | 8.52% | +1.0% |
| Q2 2020 | $9,600,000 | +19.0% | 158,337 | +6.0% | 8.44% | +1.8% |
| Q1 2020 | $8,069,000 | -14.1% | 149,392 | +4.3% | 8.29% | -8.0% |
| Q4 2019 | $9,394,000 | – | 143,199 | – | 9.01% | – |
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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% |