ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,329 | -11.1% | 2,781,552 | -8.7% | 0.42% | -9.5% |
| Q2 2023 | $226,436 | +0.2% | 3,046,357 | -1.9% | 0.46% | -2.7% |
| Q1 2023 | $225,923 | +0.3% | 3,105,904 | -0.6% | 0.47% | -12.5% |
| Q4 2022 | $225,314 | -99.9% | 3,125,023 | +1.8% | 0.54% | +3.6% |
| Q3 2022 | $202,892,000 | -7.3% | 3,069,483 | -1.5% | 0.52% | -8.2% |
| Q2 2022 | $218,824,000 | -11.9% | 3,116,710 | -2.6% | 0.57% | +0.4% |
| Q1 2022 | $248,262,000 | -7.8% | 3,200,493 | -3.8% | 0.57% | -6.3% |
| Q4 2021 | $269,187,000 | +8.7% | 3,327,415 | -1.2% | 0.61% | -2.4% |
| Q3 2021 | $247,542,000 | -3.6% | 3,367,930 | -3.5% | 0.62% | -4.8% |
| Q2 2021 | $256,850,000 | -8.4% | 3,489,336 | -13.9% | 0.65% | -17.8% |
| Q1 2021 | $280,335,000 | -14.6% | 4,051,682 | -16.3% | 0.79% | -19.7% |
| Q4 2020 | $328,445,000 | -1.6% | 4,838,614 | -7.6% | 0.99% | -13.3% |
| Q3 2020 | $333,848,000 | -2.6% | 5,238,486 | -7.4% | 1.14% | -11.9% |
| Q2 2020 | $342,904,000 | +6.1% | 5,655,685 | -5.5% | 1.29% | -14.0% |
| Q1 2020 | $323,093,000 | -9.5% | 5,982,106 | +10.0% | 1.50% | +10.8% |
| Q4 2019 | $356,842,000 | +16.6% | 5,439,668 | +13.9% | 1.36% | +4.0% |
| Q3 2019 | $306,136,000 | +38.4% | 4,775,915 | +33.3% | 1.31% | +33.9% |
| Q2 2019 | $221,190,000 | +21.9% | 3,583,191 | +16.1% | 0.98% | +16.3% |
| Q1 2019 | $181,503,000 | +43.1% | 3,086,801 | +27.5% | 0.84% | +24.3% |
| Q4 2018 | $126,873,000 | +3.2% | 2,421,246 | +12.3% | 0.67% | +14.4% |
| Q3 2018 | $122,992,000 | +12.7% | 2,156,246 | +5.1% | 0.59% | +3.3% |
| Q2 2018 | $109,096,000 | +11.5% | 2,052,223 | +8.9% | 0.57% | +7.3% |
| Q1 2018 | $97,875,000 | +1.7% | 1,884,748 | +3.3% | 0.53% | +1.0% |
| Q4 2017 | $96,272,000 | – | 1,824,025 | – | 0.53% | – |
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% |