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 | $1,371,609 | -39.1% | 18,950 | -37.5% | 0.16% | -38.3% |
| Q2 2023 | $2,253,768 | +2.1% | 30,321 | -0.1% | 0.26% | -3.8% |
| Q1 2023 | $2,208,322 | +0.9% | 30,359 | +0.0% | 0.27% | -8.0% |
| Q4 2022 | $2,188,225 | +8.2% | 30,350 | -0.9% | 0.29% | -2.7% |
| Q3 2022 | $2,023,000 | -5.4% | 30,611 | +0.5% | 0.30% | -4.8% |
| Q2 2022 | $2,139,000 | -9.5% | 30,469 | +0.0% | 0.31% | +4.0% |
| Q1 2022 | $2,363,000 | -4.5% | 30,462 | -0.4% | 0.30% | -8.5% |
| Q4 2021 | $2,475,000 | -0.7% | 30,591 | -9.8% | 0.33% | -26.9% |
| Q3 2021 | $2,493,000 | -0.2% | 33,917 | 0.0% | 0.45% | -0.7% |
| Q2 2021 | $2,497,000 | -3.1% | 33,917 | -8.9% | 0.45% | -19.4% |
| Q1 2021 | $2,576,000 | +7.5% | 37,226 | +5.4% | 0.56% | +33.9% |
| Q4 2020 | $2,397,000 | – | 35,315 | – | 0.42% | – |
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% |