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 | $205,518 | -10.7% | 2,839 | -8.3% | 0.00% | 0.0% |
| Q2 2023 | $230,232 | -5.3% | 3,097 | -7.3% | 0.00% | 0.0% |
| Q1 2023 | $243,103 | +11.5% | 3,342 | +10.6% | 0.00% | 0.0% |
| Q4 2022 | $218,000 | -11.0% | 3,022 | -13.3% | 0.00% | 0.0% |
| Q2 2022 | $245,000 | -63.6% | 3,484 | -59.9% | 0.00% | -60.0% |
| Q1 2022 | $673,000 | -16.8% | 8,678 | -13.2% | 0.01% | 0.0% |
| Q4 2021 | $809,000 | +22.2% | 9,994 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $662,000 | +56.1% | 9,007 | +56.3% | 0.01% | +66.7% |
| Q2 2021 | $424,000 | – | 5,764 | – | 0.00% | – |
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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% |