ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,572 | -14.5% | 9,813 | -12.3% | 0.01% | -11.1% |
| Q2 2023 | $831,481 | -54.0% | 11,186 | -55.0% | 0.01% | -55.0% |
| Q1 2023 | $1,807,705 | +3.1% | 24,851 | +2.2% | 0.02% | 0.0% |
| Q4 2022 | $1,752,853 | +1.7% | 24,312 | -6.7% | 0.02% | -4.8% |
| Q3 2022 | $1,724,000 | -7.9% | 26,051 | -2.3% | 0.02% | -4.5% |
| Q2 2022 | $1,872,000 | -12.4% | 26,669 | -3.1% | 0.02% | -4.3% |
| Q1 2022 | $2,137,000 | -2.2% | 27,533 | +1.9% | 0.02% | +4.5% |
| Q4 2021 | $2,185,000 | +9.7% | 27,019 | -0.3% | 0.02% | +4.8% |
| Q3 2021 | $1,992,000 | -5.4% | 27,112 | -5.3% | 0.02% | 0.0% |
| Q2 2021 | $2,106,000 | +179.3% | 28,631 | +162.5% | 0.02% | +162.5% |
| Q1 2021 | $754,000 | -62.8% | 10,907 | -63.4% | 0.01% | -65.2% |
| Q4 2020 | $2,027,000 | -5.4% | 29,838 | -11.3% | 0.02% | -20.7% |
| Q3 2020 | $2,143,000 | +186.9% | 33,625 | +173.3% | 0.03% | +163.6% |
| Q2 2020 | $747,000 | -67.7% | 12,304 | -71.3% | 0.01% | -65.6% |
| Q1 2020 | $2,316,000 | +236.1% | 42,911 | +308.4% | 0.03% | +255.6% |
| Q4 2019 | $689,000 | -3.2% | 10,506 | -5.4% | 0.01% | -18.2% |
| Q3 2019 | $712,000 | +3.8% | 11,103 | +0.0% | 0.01% | +10.0% |
| Q2 2019 | $686,000 | +4.7% | 11,101 | -0.3% | 0.01% | -9.1% |
| Q1 2019 | $655,000 | +12.5% | 11,131 | +0.3% | 0.01% | 0.0% |
| Q4 2018 | $582,000 | -11.3% | 11,096 | -3.4% | 0.01% | +10.0% |
| Q3 2018 | $656,000 | +7.4% | 11,488 | +0.0% | 0.01% | 0.0% |
| Q2 2018 | $611,000 | +2.5% | 11,485 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $596,000 | -12.4% | 11,485 | -11.0% | 0.01% | -16.7% |
| Q4 2017 | $680,000 | -31.9% | 12,902 | -34.9% | 0.01% | -36.8% |
| Q3 2017 | $998,000 | -29.3% | 19,817 | -31.3% | 0.02% | -32.1% |
| Q2 2017 | $1,411,000 | +521.6% | 28,843 | +505.1% | 0.03% | +460.0% |
| Q1 2017 | $227,000 | +710.7% | 4,767 | +581.0% | 0.01% | +400.0% |
| Q4 2014 | $28,000 | +7.7% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $26,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $26,000 | +4.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $25,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $25,000 | +8.7% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $23,000 | -58.9% | 700 | -58.8% | 0.00% | -50.0% |
| Q2 2013 | $56,000 | – | 1,700 | – | 0.00% | – |
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% |