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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $801,159 | -18.0% | 11,014 | -12.6% | 0.02% | -31.4% |
| Q1 2022 | $977,000 | -10.8% | 12,601 | -6.9% | 0.04% | -12.5% |
| Q4 2021 | $1,095,000 | +2.1% | 13,535 | -7.3% | 0.04% | -4.8% |
| Q3 2021 | $1,073,000 | -25.3% | 14,600 | -25.2% | 0.04% | -28.8% |
| Q2 2021 | $1,437,000 | -38.1% | 19,519 | -41.8% | 0.06% | -46.4% |
| Q1 2021 | $2,320,000 | -71.8% | 33,526 | -72.3% | 0.11% | -72.7% |
| Q4 2020 | $8,223,000 | +25.8% | 121,133 | +18.1% | 0.40% | +9.2% |
| Q3 2020 | $6,537,000 | +27.7% | 102,576 | +21.5% | 0.37% | +18.3% |
| Q2 2020 | $5,119,000 | – | 84,432 | – | 0.31% | – |
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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% |