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 | $524,317 | -18.8% | 7,244 | -16.7% | 0.26% | -14.6% |
| Q2 2023 | $646,076 | -0.6% | 8,692 | -2.7% | 0.31% | -8.0% |
| Q1 2023 | $649,658 | -0.8% | 8,931 | -1.7% | 0.34% | +2.4% |
| Q4 2022 | $654,792 | +12.3% | 9,082 | +3.0% | 0.33% | 0.0% |
| Q3 2022 | $583,000 | -5.8% | 8,814 | 0.0% | 0.33% | +2.5% |
| Q2 2022 | $619,000 | -12.1% | 8,814 | -2.9% | 0.32% | -7.0% |
| Q1 2022 | $704,000 | -7.4% | 9,074 | -3.4% | 0.34% | -5.2% |
| Q4 2021 | $760,000 | +10.6% | 9,393 | +0.4% | 0.36% | -0.5% |
| Q3 2021 | $687,000 | -1.9% | 9,353 | -1.6% | 0.36% | -5.9% |
| Q2 2021 | $700,000 | +6.9% | 9,508 | +0.4% | 0.39% | -4.2% |
| Q1 2021 | $655,000 | -4.0% | 9,470 | -5.8% | 0.40% | -10.8% |
| Q4 2020 | $682,000 | +3.2% | 10,050 | -3.0% | 0.45% | -15.5% |
| Q3 2020 | $661,000 | -19.5% | 10,366 | -23.4% | 0.54% | -19.0% |
| Q2 2020 | $821,000 | +20.2% | 13,535 | +7.0% | 0.66% | -5.3% |
| Q1 2020 | $683,000 | -15.6% | 12,648 | +2.5% | 0.70% | +7.4% |
| Q4 2019 | $809,000 | – | 12,336 | – | 0.65% | – |
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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% |