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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,393,208 | -8.3% | 32,197 | -10.3% | 1.28% | -13.2% |
| Q1 2023 | $2,610,471 | -34.0% | 35,888 | -33.9% | 1.48% | -34.6% |
| Q4 2022 | $3,956,651 | +3.2% | 54,253 | -2.5% | 2.26% | -3.5% |
| Q3 2022 | $3,835,000 | +22.2% | 55,671 | +24.5% | 2.34% | +22.9% |
| Q2 2022 | $3,139,000 | -15.0% | 44,714 | -6.0% | 1.90% | -3.3% |
| Q1 2022 | $3,691,000 | -2.1% | 47,583 | -0.7% | 1.97% | -7.9% |
| Q4 2021 | $3,769,000 | – | 47,938 | – | 2.13% | – |
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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% |