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 | $4,725,847 | -0.4% | 65,292 | +2.3% | 0.64% | +4.9% |
| Q2 2023 | $4,744,037 | +2.0% | 63,824 | -0.2% | 0.61% | -2.9% |
| Q1 2023 | $4,650,496 | -0.8% | 63,933 | -1.7% | 0.63% | -4.6% |
| Q4 2022 | $4,687,735 | +10.6% | 65,017 | +1.4% | 0.66% | +2.7% |
| Q3 2022 | $4,239,000 | -10.5% | 64,127 | -4.9% | 0.64% | -6.6% |
| Q2 2022 | $4,734,000 | -18.5% | 67,423 | -10.0% | 0.69% | -5.4% |
| Q1 2022 | $5,811,000 | +9.0% | 74,918 | +13.6% | 0.72% | +18.9% |
| Q4 2021 | $5,333,000 | +5.8% | 65,920 | -3.9% | 0.61% | -4.8% |
| Q3 2021 | $5,041,000 | 0.0% | 68,580 | +0.1% | 0.64% | +0.8% |
| Q2 2021 | $5,041,000 | +18.1% | 68,479 | +11.0% | 0.64% | +3.8% |
| Q1 2021 | $4,270,000 | -4.5% | 61,715 | -6.3% | 0.61% | +19.0% |
| Q4 2020 | $4,472,000 | +2.7% | 65,874 | -3.6% | 0.52% | -7.9% |
| Q3 2020 | $4,354,000 | +5.6% | 68,321 | +0.5% | 0.56% | -4.3% |
| Q2 2020 | $4,123,000 | +1.7% | 68,002 | -9.4% | 0.58% | -21.1% |
| Q1 2020 | $4,055,000 | -3.8% | 75,083 | +16.8% | 0.74% | +21.9% |
| Q4 2019 | $4,217,000 | +28.8% | 64,290 | +25.9% | 0.61% | +18.3% |
| Q3 2019 | $3,273,000 | +6.3% | 51,064 | +2.4% | 0.51% | +6.2% |
| Q2 2019 | $3,078,000 | +22.0% | 49,860 | +16.2% | 0.48% | +6.4% |
| Q1 2019 | $2,522,000 | +68.8% | 42,895 | +50.4% | 0.45% | +45.5% |
| Q4 2018 | $1,494,000 | +78.1% | 28,515 | +93.9% | 0.31% | +108.0% |
| Q3 2018 | $839,000 | +47.2% | 14,703 | +37.1% | 0.15% | +38.9% |
| Q2 2018 | $570,000 | +85.7% | 10,724 | +81.4% | 0.11% | +83.1% |
| Q1 2018 | $307,000 | -47.1% | 5,912 | -52.9% | 0.06% | -56.9% |
| Q2 2016 | $580,000 | +5.8% | 12,548 | +0.6% | 0.14% | +5.4% |
| Q1 2016 | $548,000 | – | 12,469 | – | 0.13% | – |
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% |