ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,189,561 | -5.2% | 108,071 | -7.0% | 0.86% | -2.3% |
| Q2 2023 | $8,635,720 | +22.7% | 116,182 | -67.7% | 0.88% | +123.7% |
| Q1 2023 | $7,036,085 | -31.3% | 359,653 | +153.0% | 0.39% | -14.2% |
| Q4 2022 | $10,247,517 | +16.7% | 142,128 | +7.0% | 0.46% | -11.6% |
| Q3 2022 | $8,782,000 | +1.7% | 132,853 | +9.3% | 0.52% | -32.5% |
| Q2 2022 | $8,634,000 | -23.6% | 121,498 | -16.6% | 0.77% | +20.4% |
| Q1 2022 | $11,294,000 | -9.8% | 145,602 | -5.9% | 0.64% | -39.8% |
| Q4 2021 | $12,520,000 | +9.0% | 154,753 | -6.8% | 1.06% | +15.2% |
| Q1 2021 | $11,489,000 | -21.1% | 166,054 | -22.6% | 0.92% | -31.6% |
| Q4 2020 | $14,557,000 | – | 214,450 | – | 1.34% | – |
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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% |