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 | $28,501,435 | +24.2% | 393,775 | +27.5% | 4.48% | +20.3% |
Q2 2023 | $22,948,124 | +7.4% | 308,733 | +5.1% | 3.72% | -1.4% |
Q1 2023 | $21,372,758 | +27.8% | 293,824 | +26.7% | 3.78% | +18.2% |
Q4 2022 | $16,726,335 | +56.9% | 231,988 | +43.9% | 3.20% | +34.6% |
Q3 2022 | $10,659,000 | +13.2% | 161,250 | +20.2% | 2.37% | +12.4% |
Q2 2022 | $9,417,000 | +197.3% | 134,121 | +227.1% | 2.11% | +202.9% |
Q1 2022 | $3,167,000 | +0.5% | 41,006 | +5.3% | 0.70% | -1.1% |
Q4 2021 | $3,150,000 | – | 38,935 | – | 0.70% | – |
Download |
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% |