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 | $6,072,019 | -2.1% | 83,891 | +0.5% | 3.85% | +1.1% |
| Q2 2023 | $6,204,165 | +3.8% | 83,468 | +1.6% | 3.81% | -5.4% |
| Q1 2023 | $5,976,572 | +0.8% | 82,163 | -0.0% | 4.02% | -10.6% |
| Q4 2022 | $5,926,913 | +38.9% | 82,204 | +41.6% | 4.50% | +6.1% |
| Q3 2022 | $4,268,000 | 0.0% | 58,062 | 0.0% | 4.24% | 0.0% |
| Q2 2022 | $4,268,000 | -29.2% | 58,062 | -25.3% | 4.24% | -14.0% |
| Q1 2022 | $6,026,000 | -11.0% | 77,681 | -7.1% | 4.94% | -11.5% |
| Q4 2021 | $6,767,000 | +58.6% | 83,647 | +44.1% | 5.58% | +31.5% |
| Q3 2021 | $4,268,000 | -9.4% | 58,062 | -9.3% | 4.24% | -7.8% |
| Q2 2021 | $4,712,000 | +2.9% | 64,014 | +0.8% | 4.60% | +1.1% |
| Q1 2021 | $4,581,000 | -7.5% | 63,536 | -12.9% | 4.55% | -3.8% |
| Q4 2020 | $4,950,000 | – | 72,917 | – | 4.73% | – |
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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% |