ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 467 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $8,148,000 | +5.3% | 127,118 | +1.4% | 0.43% | +3.1% |
| Q2 2019 | $7,741,000 | +6.1% | 125,409 | +1.1% | 0.41% | +10.7% |
| Q1 2019 | $7,296,000 | +13.0% | 124,083 | +0.7% | 0.37% | 0.0% |
| Q4 2018 | $6,457,000 | +3049.8% | 123,232 | +3023.0% | 0.37% | +7360.0% |
| Q1 2018 | $205,000 | -1.4% | 3,946 | 0.0% | 0.01% | +25.0% |
| Q4 2017 | $208,000 | -64.5% | 3,946 | -69.6% | 0.00% | -71.4% |
| Q4 2016 | $586,000 | +22.6% | 12,967 | +23.2% | 0.01% | +16.7% |
| Q3 2016 | $478,000 | -1.4% | 10,521 | +0.3% | 0.01% | 0.0% |
| Q2 2016 | $485,000 | +4.8% | 10,490 | -0.4% | 0.01% | +9.1% |
| Q1 2016 | $463,000 | -47.5% | 10,531 | -50.1% | 0.01% | -47.6% |
| Q4 2015 | $882,000 | -10.1% | 21,088 | -14.9% | 0.02% | -43.2% |
| Q3 2015 | $981,000 | -18.8% | 24,774 | -17.3% | 0.04% | -26.0% |
| Q2 2015 | $1,208,000 | -6.2% | 29,963 | -4.0% | 0.05% | -2.0% |
| Q1 2015 | $1,288,000 | -12.2% | 31,222 | -13.9% | 0.05% | -17.7% |
| Q4 2014 | $1,467,000 | -55.5% | 36,249 | -58.6% | 0.06% | -55.7% |
| Q3 2014 | $3,296,000 | +1.3% | 87,474 | +0.0% | 0.14% | +0.7% |
| Q2 2014 | $3,255,000 | +1.7% | 87,441 | -1.5% | 0.14% | -2.1% |
| Q1 2014 | $3,201,000 | -4.0% | 88,787 | -5.4% | 0.14% | -10.7% |
| Q4 2013 | $3,333,000 | +2.2% | 93,879 | -4.3% | 0.16% | -8.1% |
| Q3 2013 | $3,260,000 | -30.0% | 98,096 | -31.3% | 0.17% | -22.8% |
| Q2 2013 | $4,654,000 | – | 142,878 | – | 0.22% | – |
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% |