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 | $1,392,659 | -6.0% | 19,241 | -3.5% | 0.64% | -2.0% |
| Q2 2023 | $1,481,838 | +31.6% | 19,936 | +28.8% | 0.65% | +15.0% |
| Q1 2023 | $1,126,306 | -30.2% | 15,484 | -30.8% | 0.57% | -27.6% |
| Q4 2022 | $1,612,907 | +3.5% | 22,370 | +0.0% | 0.78% | +0.8% |
| Q3 2022 | $1,558,000 | -6.3% | 22,364 | -0.7% | 0.78% | -7.7% |
| Q2 2022 | $1,662,000 | -2.8% | 22,522 | -3.3% | 0.84% | -9.3% |
| Q1 2022 | $1,710,000 | -9.2% | 23,285 | +0.0% | 0.93% | -8.2% |
| Q4 2021 | $1,884,000 | +4.3% | 23,282 | -0.1% | 1.01% | +0.6% |
| Q3 2021 | $1,807,000 | +0.6% | 23,306 | -1.1% | 1.01% | -5.5% |
| Q2 2021 | $1,796,000 | -1.7% | 23,559 | -6.9% | 1.06% | -14.7% |
| Q1 2021 | $1,827,000 | +3.5% | 25,302 | -2.5% | 1.25% | -0.1% |
| Q4 2020 | $1,765,000 | – | 25,951 | – | 1.25% | – |
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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% |