ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,055,000 | -0.1% | 136,799 | 0.0% | 0.15% | -28.6% |
| Q2 2021 | $10,070,000 | +6.4% | 136,799 | 0.0% | 0.21% | -8.4% |
| Q1 2021 | $9,465,000 | +1.9% | 136,799 | 0.0% | 0.22% | -5.5% |
| Q4 2020 | $9,286,000 | +6.5% | 136,799 | 0.0% | 0.24% | -11.2% |
| Q3 2020 | $8,718,000 | +5.1% | 136,799 | 0.0% | 0.27% | +3.5% |
| Q2 2020 | $8,294,000 | -43.9% | 136,799 | -50.0% | 0.26% | -0.8% |
| Q1 2020 | $14,778,000 | +64.7% | 273,598 | +100.0% | 0.26% | +9.7% |
| Q4 2019 | $8,974,000 | +2.3% | 136,799 | 0.0% | 0.24% | -3.3% |
| Q3 2019 | $8,769,000 | +3.8% | 136,799 | 0.0% | 0.25% | +2.5% |
| Q2 2019 | $8,445,000 | +5.0% | 136,799 | 0.0% | 0.24% | +8.6% |
| Q1 2019 | $8,044,000 | +12.2% | 136,799 | 0.0% | 0.22% | +8.3% |
| Q4 2018 | $7,168,000 | -8.1% | 136,799 | 0.0% | 0.20% | +3.0% |
| Q3 2018 | $7,803,000 | – | 136,799 | – | 0.20% | – |
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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% |