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 | $263,754 | -63.8% | 3,568 | -63.4% | 0.10% | -61.2% |
| Q2 2023 | $728,821 | -22.6% | 9,738 | -23.7% | 0.27% | -28.2% |
| Q1 2023 | $941,651 | +5.7% | 12,756 | +5.0% | 0.37% | -20.5% |
| Q4 2022 | $891,104 | +41.7% | 12,152 | +37.3% | 0.47% | +32.9% |
| Q3 2022 | $629,000 | +0.3% | 8,850 | +4.3% | 0.35% | +6.3% |
| Q2 2022 | $627,000 | +46.2% | 8,482 | +44.6% | 0.33% | +38.9% |
| Q1 2022 | $429,000 | -1.6% | 5,865 | +2.0% | 0.24% | -41.6% |
| Q4 2021 | $436,000 | -24.6% | 5,748 | -22.6% | 0.41% | -22.8% |
| Q3 2021 | $578,000 | -25.5% | 7,429 | -31.0% | 0.53% | +130.4% |
| Q1 2021 | $776,000 | -24.1% | 10,764 | -29.8% | 0.23% | -26.3% |
| Q4 2020 | $1,023,000 | -31.0% | 15,344 | -33.1% | 0.31% | -48.5% |
| Q3 2020 | $1,483,000 | – | 22,929 | – | 0.61% | – |
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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% |