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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,090 | -69.5% | 2,778 | -68.6% | 0.03% | -52.2% |
| Q2 2023 | $658,509 | +2.7% | 8,859 | +0.5% | 0.07% | -4.2% |
| Q1 2023 | $640,916 | +22.6% | 8,811 | +21.5% | 0.07% | +12.5% |
| Q4 2022 | $522,924 | +18.6% | 7,253 | +8.7% | 0.06% | +6.7% |
| Q3 2022 | $441,000 | +20.2% | 6,671 | +27.6% | 0.06% | +25.0% |
| Q2 2022 | $367,000 | -10.5% | 5,230 | -1.1% | 0.05% | +6.7% |
| Q1 2022 | $410,000 | -13.7% | 5,289 | -9.9% | 0.04% | -11.8% |
| Q4 2021 | $475,000 | +33.4% | 5,872 | +14.0% | 0.05% | -30.1% |
| Q1 2021 | $356,000 | +15.6% | 5,152 | +13.6% | 0.07% | -23.2% |
| Q4 2020 | $308,000 | – | 4,537 | – | 0.10% | – |
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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% |