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 | $339,245 | +14.2% | 4,687 | +17.3% | 0.44% | +7.0% |
| Q2 2023 | $297,097 | -0.3% | 3,997 | -2.4% | 0.41% | +2.0% |
| Q1 2023 | $298,016 | +34.2% | 4,097 | +33.1% | 0.40% | +27.8% |
| Q4 2022 | $221,996 | -20.1% | 3,079 | -26.8% | 0.32% | -24.7% |
| Q3 2022 | $278,000 | +15.4% | 4,205 | +22.5% | 0.42% | +19.9% |
| Q2 2022 | $241,000 | -12.7% | 3,434 | -5.6% | 0.35% | +6.4% |
| Q1 2022 | $276,000 | -8.3% | 3,638 | -2.3% | 0.33% | -4.6% |
| Q4 2021 | $301,000 | – | 3,724 | – | 0.35% | – |
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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% |