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 | $2,529,410 | -3.5% | 34,946 | -0.9% | 0.57% | -2.6% |
| Q2 2023 | $2,621,861 | +4.2% | 35,273 | +2.0% | 0.58% | -1.2% |
| Q1 2023 | $2,515,657 | +37.0% | 34,584 | +35.8% | 0.59% | +28.9% |
| Q4 2022 | $1,836,529 | +31.2% | 25,472 | +20.3% | 0.46% | +5.1% |
| Q3 2022 | $1,400,000 | -10.4% | 21,181 | -4.9% | 0.44% | -9.4% |
| Q2 2022 | $1,563,000 | -18.0% | 22,264 | -5.5% | 0.48% | -8.2% |
| Q4 2021 | $1,907,000 | +9.9% | 23,566 | -0.2% | 0.52% | +1.8% |
| Q3 2021 | $1,736,000 | – | 23,622 | – | 0.51% | – |
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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% |