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 | $30,464,595 | -16.1% | 420,898 | -13.8% | 10.52% | -15.4% |
| Q2 2023 | $36,304,380 | -3.9% | 488,422 | -5.9% | 12.43% | -8.4% |
| Q1 2023 | $37,759,453 | -12.0% | 519,102 | -12.7% | 13.58% | -13.6% |
| Q4 2022 | $42,885,774 | -8.5% | 594,810 | -16.1% | 15.72% | -15.3% |
| Q3 2022 | $46,873,601 | -2.7% | 709,132 | +3.3% | 18.55% | -1.3% |
| Q2 2022 | $48,194,154 | -3.1% | 686,429 | +7.1% | 18.80% | +2.5% |
| Q1 2022 | $49,737,933 | +1.7% | 641,201 | +6.1% | 18.34% | -12.4% |
| Q4 2021 | $48,911,382 | +12.0% | 604,591 | +1.8% | 20.93% | +3.4% |
| Q3 2021 | $43,661,104 | +2.7% | 594,029 | +2.9% | 20.24% | +1.1% |
| Q2 2021 | $42,494,216 | -1.7% | 577,289 | -7.6% | 20.01% | -4.4% |
| Q1 2021 | $43,228,364 | +7.1% | 624,778 | +5.1% | 20.92% | -0.3% |
| Q4 2020 | $40,357,418 | +11.9% | 594,541 | +5.1% | 20.98% | -1.5% |
| Q3 2020 | $36,054,969 | +18.8% | 565,746 | +13.0% | 21.31% | +5.9% |
| Q2 2020 | $30,360,732 | +64.1% | 500,754 | +46.2% | 20.13% | +15.6% |
| Q1 2020 | $18,503,463 | +0.5% | 342,593 | +22.1% | 17.42% | +21.4% |
| Q4 2019 | $18,409,223 | – | 280,628 | – | 14.34% | – |
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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% |