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 | $7,849,588 | -20.8% | 108,450 | -18.7% | 1.17% | -8.6% |
| Q2 2023 | $9,917,206 | -3.4% | 133,421 | -5.5% | 1.28% | -4.8% |
| Q1 2023 | $10,270,560 | +7.8% | 141,195 | +6.8% | 1.35% | +2.0% |
| Q4 2022 | $9,528,148 | +14.0% | 132,152 | +4.5% | 1.32% | -1.8% |
| Q3 2022 | $8,361,000 | -5.7% | 126,485 | +0.2% | 1.35% | -0.8% |
| Q2 2022 | $8,865,000 | -9.4% | 126,270 | +0.1% | 1.36% | +3.1% |
| Q1 2022 | $9,787,000 | -6.8% | 126,168 | -2.8% | 1.32% | -5.6% |
| Q4 2021 | $10,499,000 | +6.1% | 129,780 | +0.3% | 1.40% | +4.5% |
| Q3 2021 | $9,892,000 | -36.3% | 129,422 | -38.7% | 1.34% | -37.5% |
| Q2 2021 | $15,530,000 | +10.7% | 210,970 | +4.1% | 2.14% | +2.7% |
| Q1 2021 | $14,025,000 | +10.2% | 202,710 | +8.1% | 2.08% | -5.3% |
| Q4 2020 | $12,725,000 | – | 187,469 | – | 2.20% | – |
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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% |