ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $911,141 | +0.0% | 12,526 | -0.9% | 0.10% | -3.8% |
| Q4 2022 | $911,056 | -1.1% | 12,636 | -9.3% | 0.10% | -7.9% |
| Q3 2022 | $921,000 | -8.8% | 13,926 | -3.2% | 0.11% | -3.4% |
| Q2 2022 | $1,010,000 | -9.5% | 14,391 | 0.0% | 0.12% | +5.4% |
| Q1 2022 | $1,116,000 | -5.4% | 14,391 | -1.4% | 0.11% | +1.8% |
| Q4 2021 | $1,180,000 | +10.1% | 14,591 | 0.0% | 0.11% | +7.8% |
| Q3 2021 | $1,072,000 | -10.4% | 14,591 | -10.2% | 0.10% | -10.5% |
| Q2 2021 | $1,196,000 | -22.2% | 16,254 | -26.8% | 0.11% | -26.5% |
| Q1 2021 | $1,537,000 | -16.5% | 22,218 | -18.1% | 0.16% | -22.5% |
| Q4 2020 | $1,840,000 | -3.9% | 27,112 | -7.8% | 0.20% | -12.7% |
| Q3 2020 | $1,914,000 | -2.0% | 29,416 | -8.0% | 0.23% | -8.8% |
| Q2 2020 | $1,953,000 | +6.5% | 31,982 | -0.0% | 0.25% | -7.7% |
| Q1 2020 | $1,834,000 | -6.9% | 31,984 | +7.2% | 0.27% | +17.7% |
| Q4 2019 | $1,970,000 | +10.0% | 29,840 | +5.1% | 0.23% | -0.9% |
| Q3 2019 | $1,791,000 | +2.0% | 28,382 | -0.2% | 0.23% | +3.6% |
| Q2 2019 | $1,756,000 | +8.1% | 28,445 | +3.0% | 0.22% | +6.6% |
| Q1 2019 | $1,624,000 | +20.7% | 27,622 | +7.5% | 0.21% | +7.1% |
| Q4 2018 | $1,346,000 | -6.5% | 25,694 | +1.9% | 0.20% | +11.9% |
| Q3 2018 | $1,439,000 | +14.8% | 25,223 | +7.0% | 0.18% | +9.3% |
| Q2 2018 | $1,253,000 | +1.5% | 23,569 | -0.8% | 0.16% | -1.2% |
| Q1 2018 | $1,234,000 | -3.2% | 23,757 | -1.7% | 0.16% | -0.6% |
| Q4 2017 | $1,275,000 | +4.6% | 24,157 | -0.2% | 0.16% | -3.5% |
| Q3 2017 | $1,219,000 | +2.4% | 24,210 | -0.5% | 0.17% | -16.7% |
| Q2 2017 | $1,191,000 | +0.9% | 24,336 | -1.6% | 0.20% | -1.9% |
| Q1 2017 | $1,180,000 | +2.9% | 24,736 | -2.5% | 0.21% | -5.0% |
| Q4 2016 | $1,147,000 | -3.4% | 25,364 | -2.9% | 0.22% | -6.8% |
| Q3 2016 | $1,187,000 | -1.7% | 26,133 | +0.0% | 0.24% | -2.5% |
| Q2 2016 | $1,207,000 | +16.5% | 26,128 | +10.8% | 0.24% | +11.6% |
| Q1 2016 | $1,036,000 | +42.3% | 23,591 | +35.4% | 0.22% | +38.5% |
| Q4 2015 | $728,000 | +7.5% | 17,418 | +1.9% | 0.16% | +4.7% |
| Q3 2015 | $677,000 | +52.5% | 17,093 | +55.3% | 0.15% | +67.4% |
| Q2 2015 | $444,000 | +0.7% | 11,008 | +3.0% | 0.09% | +2.3% |
| Q1 2015 | $441,000 | +26.4% | 10,683 | +23.7% | 0.09% | +24.3% |
| Q4 2014 | $349,000 | +84.7% | 8,633 | +70.2% | 0.07% | +89.2% |
| Q2 2014 | $189,000 | – | 5,073 | – | 0.04% | – |
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% |