ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $218,753 | +2.2% | 2,943 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $214,074 | +0.9% | 2,943 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $212,190 | +2.5% | 2,943 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $207,000 | -9.2% | 2,943 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $228,000 | -4.2% | 2,943 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $238,000 | +10.2% | 2,943 | 0.0% | 0.00% | +33.3% |
| Q3 2021 | $216,000 | -0.5% | 2,943 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $217,000 | +6.4% | 2,943 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $204,000 | -50.6% | 2,943 | -54.6% | 0.00% | -62.5% |
| Q3 2020 | $413,000 | +5.1% | 6,483 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $393,000 | +12.3% | 6,483 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $350,000 | -17.6% | 6,483 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $425,000 | +1.2% | 6,483 | -0.9% | 0.01% | 0.0% |
| Q3 2019 | $420,000 | +11.4% | 6,545 | +7.1% | 0.01% | +14.3% |
| Q2 2019 | $377,000 | +5.0% | 6,113 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $359,000 | +52.8% | 6,113 | +38.5% | 0.01% | +40.0% |
| Q2 2018 | $235,000 | -1.7% | 4,415 | -4.2% | 0.01% | 0.0% |
| Q1 2018 | $239,000 | -95.4% | 4,608 | -95.3% | 0.01% | -95.2% |
| Q4 2017 | $5,217,000 | +2.5% | 98,838 | -2.3% | 0.10% | -1.9% |
| Q3 2017 | $5,091,000 | +1.0% | 101,139 | -1.8% | 0.11% | -7.0% |
| Q2 2017 | $5,039,000 | +26.7% | 102,988 | +23.6% | 0.12% | +21.1% |
| Q1 2017 | $3,977,000 | +5.9% | 83,345 | +0.4% | 0.10% | +3.3% |
| Q4 2016 | $3,754,000 | – | 83,015 | – | 0.09% | – |
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% |