ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $211,528 | -9.3% | 2,908 | -10.1% | 0.20% | -14.8% |
| Q4 2022 | $233,099 | +3.6% | 3,233 | -5.1% | 0.23% | -7.3% |
| Q3 2022 | $225,000 | -13.1% | 3,405 | -7.7% | 0.25% | -6.4% |
| Q2 2022 | $259,000 | -9.4% | 3,690 | 0.0% | 0.26% | +8.6% |
| Q1 2022 | $286,000 | -12.5% | 3,690 | -8.6% | 0.24% | -11.9% |
| Q4 2021 | $327,000 | +4.8% | 4,039 | -4.7% | 0.28% | -2.1% |
| Q3 2021 | $312,000 | +0.3% | 4,239 | +0.3% | 0.28% | +0.4% |
| Q2 2021 | $311,000 | -11.1% | 4,226 | -16.4% | 0.28% | -16.1% |
| Q1 2021 | $350,000 | -26.5% | 5,058 | -27.8% | 0.34% | -29.4% |
| Q4 2020 | $476,000 | – | 7,009 | – | 0.48% | – |
Download | ||||||
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% |