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 | $1,385,236 | +8.2% | 19,138 | +11.1% | 1.24% | +6.1% |
| Q2 2023 | $1,280,363 | +3.8% | 17,225 | +1.6% | 1.17% | -5.3% |
| Q1 2023 | $1,233,075 | +10.9% | 16,952 | +9.9% | 1.24% | +1.2% |
| Q4 2022 | $1,111,873 | +17.5% | 15,421 | +7.8% | 1.22% | +6.7% |
| Q3 2022 | $946,000 | -1.0% | 14,309 | +5.1% | 1.15% | -0.4% |
| Q2 2022 | $956,000 | -4.6% | 13,613 | +5.4% | 1.15% | +9.4% |
| Q1 2022 | $1,002,000 | -13.3% | 12,914 | -9.6% | 1.05% | -9.9% |
| Q4 2021 | $1,156,000 | – | 14,288 | – | 1.17% | – |
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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% |