ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $267,806 | -97.2% | 3,700 | -97.1% | 0.00% | -100.0% |
Q2 2023 | $9,469,047 | +82268.2% | 127,392 | -19.4% | 0.01% | -28.6% |
Q1 2023 | $11,496 | +995.9% | 158,042 | +986.1% | 0.01% | +600.0% |
Q4 2022 | $1,049 | -100.0% | 14,552 | -65.9% | 0.00% | -50.0% |
Q2 2022 | $2,992,000 | -72.7% | 42,617 | -69.9% | 0.00% | -66.7% |
Q1 2022 | $10,976,000 | +162.6% | 141,500 | +173.9% | 0.01% | +200.0% |
Q4 2021 | $4,180,000 | -5.3% | 51,668 | -13.9% | 0.00% | -33.3% |
Q3 2021 | $4,412,000 | -5.3% | 60,034 | -5.1% | 0.00% | 0.0% |
Q2 2021 | $4,658,000 | -58.1% | 63,280 | -60.6% | 0.00% | -62.5% |
Q1 2021 | $11,106,000 | +62.9% | 160,521 | +59.9% | 0.01% | +60.0% |
Q4 2020 | $6,816,000 | +2637.3% | 100,416 | +2349.8% | 0.01% | – |
Q2 2020 | $249,000 | -94.9% | 4,099 | -94.5% | 0.00% | -100.0% |
Q4 2019 | $4,872,000 | -51.0% | 74,266 | -53.9% | 0.01% | -60.0% |
Q2 2019 | $9,941,000 | +12.6% | 161,037 | +7.3% | 0.02% | +15.4% |
Q1 2019 | $8,826,000 | +42.0% | 150,100 | +26.5% | 0.01% | +30.0% |
Q4 2018 | $6,217,000 | +1008.2% | 118,643 | +1105.5% | 0.01% | +900.0% |
Q3 2018 | $561,000 | -70.5% | 9,842 | -72.5% | 0.00% | -50.0% |
Q2 2018 | $1,900,000 | -55.9% | 35,744 | -57.0% | 0.00% | -66.7% |
Q1 2018 | $4,313,000 | +6.2% | 83,048 | +7.9% | 0.01% | 0.0% |
Q4 2017 | $4,063,000 | +34.7% | 76,975 | +28.4% | 0.01% | +20.0% |
Q3 2017 | $3,017,000 | +22.2% | 59,939 | +18.8% | 0.01% | +25.0% |
Q2 2017 | $2,469,000 | -21.3% | 50,465 | -23.3% | 0.00% | -33.3% |
Q1 2017 | $3,139,000 | -16.8% | 65,789 | -21.2% | 0.01% | -25.0% |
Q4 2016 | $3,773,000 | +1671.4% | 83,441 | +1713.9% | 0.01% | – |
Q2 2016 | $213,000 | -93.0% | 4,600 | -93.4% | 0.00% | -100.0% |
Q1 2016 | $3,053,000 | +369.0% | 69,500 | +346.6% | 0.01% | +700.0% |
Q4 2015 | $651,000 | +53.5% | 15,562 | +48.6% | 0.00% | 0.0% |
Q4 2014 | $424,000 | – | 10,475 | – | 0.00% | – |
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% |