ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,603,724 | -3.5% | 22,157 | -0.9% | 1.16% | -1.5% |
Q2 2023 | $1,661,647 | +55.6% | 22,355 | +52.3% | 1.18% | +47.4% |
Q1 2023 | $1,067,823 | +123.5% | 14,680 | +121.5% | 0.80% | +119.8% |
Q4 2022 | $477,879 | +3.7% | 6,628 | -4.9% | 0.36% | -0.5% |
Q3 2022 | $461,000 | -46.2% | 6,970 | -42.9% | 0.36% | -44.4% |
Q2 2022 | $857,000 | -79.9% | 12,205 | -77.8% | 0.66% | -78.3% |
Q1 2022 | $4,260,000 | -16.1% | 54,923 | -12.5% | 3.03% | -14.7% |
Q4 2021 | $5,077,000 | -4.9% | 62,758 | -13.6% | 3.55% | -11.1% |
Q3 2021 | $5,336,000 | +21.9% | 72,598 | +22.1% | 4.00% | +21.7% |
Q2 2021 | $4,376,000 | +31.5% | 59,446 | +23.6% | 3.29% | +22.3% |
Q1 2021 | $3,328,000 | -4.6% | 48,099 | -6.4% | 2.69% | -15.2% |
Q4 2020 | $3,488,000 | – | 51,378 | – | 3.17% | – |
Download |
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% |