ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,836 | +35.8% | 53 | +39.5% | 0.00% | – |
Q2 2023 | $2,825 | -87.8% | 38 | -88.1% | 0.00% | -100.0% |
Q1 2023 | $23,131 | +77.9% | 318 | +59.0% | 0.00% | +100.0% |
Q3 2022 | $13,000 | -7.1% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $14,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $16,000 | -64.4% | 200 | -63.7% | 0.00% | -66.7% |
Q4 2021 | $45,000 | -23.7% | 551 | -31.0% | 0.00% | -25.0% |
Q3 2021 | $59,000 | -25.3% | 798 | -26.0% | 0.00% | -20.0% |
Q2 2021 | $79,000 | +5.3% | 1,078 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $75,000 | +2.7% | 1,078 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $73,000 | +231.8% | 1,078 | +158.5% | 0.01% | +150.0% |
Q4 2018 | $22,000 | -42.1% | 417 | -37.0% | 0.00% | -50.0% |
Q3 2018 | $38,000 | +8.6% | 662 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $35,000 | +2.9% | 662 | 0.0% | 0.00% | +33.3% |
Q1 2018 | $34,000 | -78.3% | 662 | -77.7% | 0.00% | -81.2% |
Q4 2017 | $157,000 | +4.7% | 2,972 | 0.0% | 0.02% | +6.7% |
Q3 2017 | $150,000 | +3650.0% | 2,972 | +4027.8% | 0.02% | – |
Q2 2017 | $4,000 | +33.3% | 72 | 0.0% | 0.00% | – |
Q1 2017 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
Q4 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
Q3 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
Q2 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
Q1 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
Q4 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
Q3 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
Q2 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
Q1 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
Q4 2014 | $3,000 | – | 72 | – | 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% |