ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521 | -26.2% | 7,160 | -24.6% | 0.23% | -31.0% |
| Q2 2023 | $706 | -14.4% | 9,497 | -16.2% | 0.33% | +3.4% |
| Q1 2023 | $825 | -11.9% | 11,335 | -12.6% | 0.32% | -27.0% |
| Q4 2022 | $936 | -99.9% | 12,976 | -9.1% | 0.44% | -11.1% |
| Q3 2022 | $945,000 | -21.4% | 14,273 | -16.7% | 0.50% | -19.4% |
| Q2 2022 | $1,202,000 | -17.1% | 17,126 | -8.4% | 0.61% | -15.0% |
| Q1 2022 | $1,450,000 | +43.0% | 18,697 | +35.5% | 0.72% | -37.5% |
| Q3 2021 | $1,014,000 | – | 13,796 | – | 1.16% | – |
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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% |