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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $730,147 | +6.7% | 10,127 | -2.1% | 0.51% | -0.6% |
| Q3 2022 | $684,000 | +17.3% | 10,342 | +24.5% | 0.51% | +2.2% |
| Q2 2022 | $583,000 | -16.1% | 8,305 | -7.4% | 0.50% | -6.5% |
| Q1 2022 | $695,000 | -13.2% | 8,964 | -14.1% | 0.54% | -9.9% |
| Q4 2021 | $801,000 | -9.5% | 10,433 | -13.3% | 0.60% | -22.2% |
| Q3 2021 | $885,000 | -12.7% | 12,037 | -12.6% | 0.77% | -15.5% |
| Q2 2021 | $1,014,000 | – | 13,771 | – | 0.91% | – |
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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% |