ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,184,903 | +758.8% | 1,135,464 | +782.0% | 0.82% | +867.1% |
| Q2 2023 | $9,569,319 | -90.3% | 128,741 | -91.4% | 0.08% | -93.4% |
| Q3 2022 | $98,543,000 | +1017.8% | 1,490,823 | +1087.3% | 1.29% | +1012.9% |
| Q2 2022 | $8,816,000 | +34.7% | 125,566 | +48.8% | 0.12% | +58.9% |
| Q1 2022 | $6,544,000 | +81.5% | 84,368 | +72.3% | 0.07% | +43.1% |
| Q2 2021 | $3,605,000 | -57.2% | 48,979 | -59.8% | 0.05% | -60.2% |
| Q1 2021 | $8,421,000 | +9.4% | 121,704 | +7.3% | 0.13% | +0.8% |
| Q4 2020 | $7,697,000 | +25.7% | 113,387 | +18.0% | 0.13% | +10.4% |
| Q3 2020 | $6,125,000 | +123.9% | 96,112 | +113.1% | 0.12% | +125.5% |
| Q2 2020 | $2,735,000 | -24.2% | 45,105 | -18.0% | 0.05% | -32.9% |
| Q4 2019 | $3,606,000 | -95.1% | 54,977 | -95.2% | 0.08% | -95.4% |
| Q3 2019 | $73,334,000 | +7.1% | 1,144,049 | +3.2% | 1.66% | +15.2% |
| Q2 2019 | $68,443,000 | +12.3% | 1,108,747 | +7.0% | 1.44% | -0.6% |
| Q1 2019 | $60,943,000 | -12.4% | 1,036,449 | -22.0% | 1.45% | -22.4% |
| Q4 2018 | $69,601,000 | -21.5% | 1,328,267 | -14.5% | 1.87% | -16.5% |
| Q3 2018 | $88,628,000 | +4572.0% | 1,553,790 | +4253.2% | 2.24% | +3980.0% |
| Q2 2018 | $1,897,000 | -34.2% | 35,693 | -35.8% | 0.06% | -38.9% |
| Q1 2018 | $2,885,000 | -26.1% | 55,555 | -24.9% | 0.09% | -24.4% |
| Q4 2017 | $3,906,000 | +2.6% | 74,010 | -2.1% | 0.12% | -7.0% |
| Q3 2017 | $3,807,000 | -77.2% | 75,630 | -77.8% | 0.13% | -80.2% |
| Q2 2017 | $16,668,000 | +972.6% | 340,648 | +946.3% | 0.65% | +839.1% |
| Q1 2017 | $1,554,000 | -3.2% | 32,557 | -8.4% | 0.07% | -16.9% |
| Q4 2016 | $1,606,000 | +0.8% | 35,526 | +1.3% | 0.08% | -8.8% |
| Q3 2016 | $1,593,000 | -90.6% | 35,072 | -90.5% | 0.09% | -91.7% |
| Q2 2016 | $17,019,000 | -99.9% | 368,294 | -35.7% | 1.10% | -43.5% |
| Q1 2016 | $25,161,566,000 | +217241.0% | 572,765 | +106.9% | 1.95% | +107.5% |
| Q4 2015 | $11,577,000 | -17.9% | 276,826 | -22.2% | 0.94% | -25.3% |
| Q3 2015 | $14,095,000 | +1686.4% | 356,027 | +1720.4% | 1.26% | +1645.8% |
| Q2 2015 | $789,000 | -25.4% | 19,558 | -23.7% | 0.07% | -25.0% |
| Q1 2015 | $1,058,000 | -93.3% | 25,635 | -93.4% | 0.10% | -93.3% |
| Q4 2014 | $15,729,000 | – | 388,567 | – | 1.44% | – |
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% |