ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,165,173 | -3.6% | 16,098 | -1.0% | 0.40% | -1.7% |
| Q2 2023 | $1,208,754 | +0.1% | 16,262 | -2.0% | 0.41% | -13.9% |
| Q1 2023 | $1,206,975 | +0.4% | 16,593 | -0.5% | 0.47% | +2.4% |
| Q4 2022 | $1,201,835 | +1.9% | 16,669 | -6.6% | 0.46% | -20.0% |
| Q3 2022 | $1,179,290 | -8.1% | 17,841 | -2.4% | 0.58% | -1.2% |
| Q2 2022 | $1,283,228 | -10.5% | 18,277 | -1.2% | 0.59% | -1.8% |
| Q1 2022 | $1,434,269 | -6.0% | 18,490 | -2.0% | 0.60% | -4.6% |
| Q4 2021 | $1,526,421 | +11.1% | 18,868 | +0.9% | 0.63% | -0.8% |
| Q3 2021 | $1,373,936 | -11.8% | 18,693 | -11.7% | 0.63% | -14.1% |
| Q2 2021 | $1,558,618 | -5.5% | 21,174 | -11.1% | 0.74% | -21.5% |
| Q1 2021 | $1,648,867 | +24.7% | 23,831 | +22.3% | 0.94% | +4.9% |
| Q4 2020 | $1,322,642 | – | 19,485 | – | 0.89% | – |
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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% |