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 | $1,185,987 | -22.1% | 16,386 | -20.0% | 1.09% | -19.4% |
| Q2 2023 | $1,521,528 | +17.2% | 20,470 | +14.7% | 1.35% | +0.2% |
| Q1 2023 | $1,298,623 | +1.7% | 17,853 | +0.1% | 1.35% | +1.7% |
| Q4 2022 | $1,277,189 | +30.9% | 17,838 | +30.1% | 1.33% | +26.2% |
| Q3 2022 | $976,000 | +18.3% | 13,706 | +22.2% | 1.05% | +18.0% |
| Q2 2022 | $825,000 | +19.6% | 11,220 | +22.2% | 0.89% | +43.2% |
| Q1 2022 | $690,000 | +8.2% | 9,180 | +8.3% | 0.62% | +3.1% |
| Q4 2021 | $638,000 | – | 8,478 | – | 0.60% | – |
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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% |