ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 366 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,133 | -33.4% | 8,319 | -31.6% | 0.00% | -33.3% |
| Q2 2023 | $904,004 | -1.6% | 12,162 | -3.7% | 0.01% | -14.3% |
| Q1 2023 | $918,269 | +1.9% | 12,624 | +1.0% | 0.01% | 0.0% |
| Q4 2022 | $901,538 | +14.1% | 12,504 | +4.6% | 0.01% | +16.7% |
| Q3 2022 | $790,000 | +15.0% | 11,951 | +22.2% | 0.01% | +20.0% |
| Q2 2022 | $687,000 | -20.9% | 9,779 | -12.6% | 0.01% | -16.7% |
| Q1 2022 | $868,000 | -15.3% | 11,189 | -11.7% | 0.01% | -14.3% |
| Q4 2021 | $1,025,000 | +255.9% | 12,665 | +223.5% | 0.01% | +250.0% |
| Q3 2021 | $288,000 | +24.1% | 3,915 | +7.6% | 0.00% | -33.3% |
| Q3 2020 | $232,000 | -47.6% | 3,640 | -50.1% | 0.00% | -50.0% |
| Q2 2020 | $443,000 | -79.8% | 7,299 | -82.0% | 0.01% | -80.6% |
| Q1 2020 | $2,196,000 | -49.4% | 40,654 | -38.5% | 0.03% | -35.4% |
| Q4 2019 | $4,336,000 | +59.1% | 66,099 | +55.4% | 0.05% | +50.0% |
| Q3 2019 | $2,726,000 | -1.6% | 42,533 | -5.2% | 0.03% | -5.9% |
| Q2 2019 | $2,771,000 | +1079.1% | 44,889 | +1024.5% | 0.03% | +1033.3% |
| Q1 2019 | $235,000 | -57.5% | 3,992 | -61.9% | 0.00% | -57.1% |
| Q4 2017 | $553,000 | +156.0% | 10,480 | +144.3% | 0.01% | +133.3% |
| Q3 2017 | $216,000 | – | 4,289 | – | 0.00% | – |
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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% |