ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,790 | -32.4% | 680 | -30.0% | 0.00% | 0.0% |
| Q2 2023 | $72,174 | +15.0% | 971 | +12.5% | 0.00% | 0.0% |
| Q1 2023 | $62,775 | -87.6% | 863 | -87.7% | 0.00% | -88.9% |
| Q4 2022 | $504,759 | +10.7% | 7,000 | +1.6% | 0.01% | 0.0% |
| Q3 2022 | $456,000 | -17.1% | 6,892 | -12.0% | 0.01% | -18.2% |
| Q2 2022 | $550,000 | -9.4% | 7,836 | +0.2% | 0.01% | +10.0% |
| Q1 2022 | $607,000 | -3.7% | 7,823 | +0.6% | 0.01% | 0.0% |
| Q4 2021 | $630,000 | -31.0% | 7,779 | -37.4% | 0.01% | -37.5% |
| Q3 2021 | $913,000 | +69.1% | 12,429 | +59.3% | 0.02% | +60.0% |
| Q1 2021 | $540,000 | -14.8% | 7,804 | -16.4% | 0.01% | -16.7% |
| Q4 2020 | $634,000 | -2.0% | 9,338 | -8.0% | 0.01% | -14.3% |
| Q3 2020 | $647,000 | -4.0% | 10,151 | -8.7% | 0.01% | -12.5% |
| Q2 2020 | $674,000 | +11.4% | 11,124 | -0.7% | 0.02% | -5.9% |
| Q1 2020 | $605,000 | +12.9% | 11,198 | +37.0% | 0.02% | +41.7% |
| Q4 2019 | $536,000 | +0.8% | 8,175 | -1.5% | 0.01% | -7.7% |
| Q3 2019 | $532,000 | +6.8% | 8,302 | +2.9% | 0.01% | +8.3% |
| Q2 2019 | $498,000 | +55.1% | 8,071 | +48.0% | 0.01% | +50.0% |
| Q1 2019 | $321,000 | +45.2% | 5,453 | +29.2% | 0.01% | +33.3% |
| Q4 2018 | $221,000 | -3.9% | 4,220 | +4.8% | 0.01% | 0.0% |
| Q3 2018 | $230,000 | -19.6% | 4,026 | -25.3% | 0.01% | -25.0% |
| Q2 2018 | $286,000 | -2.7% | 5,391 | -4.7% | 0.01% | 0.0% |
| Q1 2018 | $294,000 | +26.7% | 5,658 | +28.8% | 0.01% | +33.3% |
| Q4 2017 | $232,000 | +5.0% | 4,394 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $221,000 | -1.3% | 4,394 | -4.1% | 0.01% | -14.3% |
| Q2 2017 | $224,000 | – | 4,584 | – | 0.01% | – |
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% |