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 | $869,356 | -5.6% | 12,011 | -1.1% | 0.18% | -0.6% |
| Q2 2023 | $921,092 | -0.2% | 12,150 | -4.3% | 0.18% | -7.9% |
| Q1 2023 | $923,143 | +9.2% | 12,691 | +8.3% | 0.19% | +4.4% |
| Q4 2022 | $845,084 | +14.7% | 11,721 | +5.1% | 0.18% | +10.2% |
| Q3 2022 | $737,000 | -18.3% | 11,153 | -13.2% | 0.17% | -16.6% |
| Q2 2022 | $902,000 | -90.9% | 12,854 | -89.9% | 0.20% | -89.6% |
| Q1 2022 | $9,866,000 | +9.8% | 127,184 | +14.6% | 1.92% | +10.9% |
| Q4 2021 | $8,982,000 | +12.6% | 111,023 | +2.3% | 1.73% | +8.1% |
| Q3 2021 | $7,980,000 | -9.7% | 108,569 | -9.6% | 1.60% | -5.3% |
| Q2 2021 | $8,841,000 | +4.2% | 120,108 | -2.1% | 1.69% | -4.5% |
| Q1 2021 | $8,487,000 | +1.0% | 122,661 | -0.9% | 1.77% | +1.0% |
| Q4 2020 | $8,405,000 | – | 123,824 | – | 1.75% | – |
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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% |