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 | $13,767,467 | -3.5% | 190,211 | -0.9% | 10.70% | -0.6% |
| Q2 2023 | $14,263,624 | -18.1% | 191,896 | -19.8% | 10.77% | -22.3% |
| Q1 2023 | $17,410,532 | +0.2% | 239,353 | -0.7% | 13.87% | -3.5% |
| Q4 2022 | $17,370,831 | +209.5% | 240,927 | +183.8% | 14.38% | +164.5% |
| Q3 2022 | $5,612,000 | -15.4% | 84,901 | -10.1% | 5.44% | -9.2% |
| Q2 2022 | $6,632,000 | -4.3% | 94,460 | +5.7% | 5.99% | +3.5% |
| Q1 2022 | $6,930,000 | -5.6% | 89,342 | -1.5% | 5.79% | -1.2% |
| Q4 2021 | $7,340,000 | -33.2% | 90,729 | -39.3% | 5.86% | -36.9% |
| Q3 2021 | $10,992,000 | +0.2% | 149,547 | +0.3% | 9.28% | +0.3% |
| Q2 2021 | $10,975,000 | +6.3% | 149,100 | -0.1% | 9.26% | -0.1% |
| Q1 2021 | $10,326,000 | -62.8% | 149,240 | -63.5% | 9.26% | -61.0% |
| Q4 2020 | $27,762,000 | – | 408,991 | – | 23.73% | – |
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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% |