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 | $2,773,619 | -32.6% | 38,320 | -30.7% | 1.70% | -29.6% |
| Q2 2023 | $4,112,771 | -1.8% | 55,331 | -3.9% | 2.42% | -8.6% |
| Q1 2023 | $4,188,792 | +0.1% | 57,586 | -0.8% | 2.64% | -6.5% |
| Q4 2022 | $4,183,612 | +6.9% | 58,025 | -2.0% | 2.83% | +0.9% |
| Q3 2022 | $3,915,000 | -6.5% | 59,234 | -0.6% | 2.80% | -3.4% |
| Q2 2022 | $4,186,000 | -8.5% | 59,564 | +1.0% | 2.90% | +6.9% |
| Q1 2022 | $4,574,000 | -6.2% | 58,972 | -2.2% | 2.71% | -9.7% |
| Q4 2021 | $4,876,000 | +1.9% | 60,269 | -7.5% | 3.00% | -13.6% |
| Q3 2021 | $4,787,000 | -0.5% | 65,127 | -0.3% | 3.48% | -1.4% |
| Q2 2021 | $4,811,000 | +4.2% | 65,354 | -2.1% | 3.53% | -8.7% |
| Q1 2021 | $4,619,000 | -1.6% | 66,757 | -3.5% | 3.86% | -2.1% |
| Q4 2020 | $4,693,000 | – | 69,144 | – | 3.95% | – |
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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% |