ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 112 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,249,366 | +8.2% | 100,546 | -0.8% | 0.14% | +4.3% |
| Q3 2022 | $6,697,000 | -7.8% | 101,324 | -2.1% | 0.14% | 0.0% |
| Q2 2022 | $7,267,000 | -17.3% | 103,500 | -8.7% | 0.14% | +2.2% |
| Q1 2022 | $8,791,000 | -6.2% | 113,327 | -2.2% | 0.14% | -0.7% |
| Q4 2021 | $9,372,000 | -4.6% | 115,848 | -13.3% | 0.14% | -12.3% |
| Q3 2021 | $9,824,000 | +15.4% | 133,553 | +15.5% | 0.16% | +37.2% |
| Q2 2021 | $8,514,000 | -69.5% | 115,657 | -71.3% | 0.11% | -73.0% |
| Q1 2021 | $27,883,000 | +10.5% | 402,990 | +8.4% | 0.42% | +7.4% |
| Q4 2020 | $25,230,000 | -21.6% | 371,681 | -26.4% | 0.39% | -29.1% |
| Q3 2020 | $32,168,000 | +12.5% | 504,769 | +7.0% | 0.55% | -54.0% |
| Q2 2020 | $28,606,000 | +11.8% | 471,808 | -0.4% | 1.20% | +2.2% |
| Q1 2020 | $25,579,000 | +553.9% | 473,601 | +694.1% | 1.17% | +793.1% |
| Q4 2019 | $3,912,000 | -75.0% | 59,640 | -75.6% | 0.13% | -75.9% |
| Q3 2019 | $15,674,000 | +141.3% | 244,526 | +132.4% | 0.54% | +167.5% |
| Q2 2019 | $6,496,000 | -82.1% | 105,227 | -83.0% | 0.20% | -82.5% |
| Q1 2019 | $36,360,000 | -16.6% | 618,375 | -25.6% | 1.16% | -23.7% |
| Q4 2018 | $43,576,000 | +1888.9% | 831,595 | +2065.2% | 1.52% | +2138.2% |
| Q3 2018 | $2,191,000 | +705.5% | 38,408 | +651.5% | 0.07% | +655.6% |
| Q2 2018 | $272,000 | -98.9% | 5,111 | -98.9% | 0.01% | -98.9% |
| Q1 2018 | $25,178,000 | +4659.5% | 484,848 | +4741.2% | 0.81% | +4411.1% |
| Q4 2017 | $529,000 | +97.4% | 10,015 | +88.2% | 0.02% | +80.0% |
| Q3 2017 | $268,000 | +20.2% | 5,321 | +16.7% | 0.01% | +25.0% |
| Q2 2017 | $223,000 | +2.3% | 4,558 | -0.3% | 0.01% | -11.1% |
| Q1 2017 | $218,000 | -98.2% | 4,573 | -98.3% | 0.01% | -98.2% |
| Q4 2016 | $11,879,000 | -52.5% | 262,687 | -52.2% | 0.50% | -51.8% |
| Q3 2016 | $24,985,000 | -36.3% | 549,963 | -35.2% | 1.04% | -37.4% |
| Q2 2016 | $39,228,000 | +8.1% | 848,900 | +2.7% | 1.67% | +7.3% |
| Q1 2016 | $36,303,000 | +119.8% | 826,386 | +109.3% | 1.56% | +117.6% |
| Q4 2015 | $16,514,000 | -31.2% | 394,893 | -34.9% | 0.72% | -31.6% |
| Q3 2015 | $23,999,000 | +1538.2% | 606,201 | +1569.0% | 1.05% | +1735.1% |
| Q2 2015 | $1,465,000 | -2.3% | 36,322 | 0.0% | 0.06% | 0.0% |
| Q1 2015 | $1,499,000 | -51.2% | 36,322 | -52.1% | 0.06% | -51.3% |
| Q4 2014 | $3,070,000 | -5.0% | 75,849 | -11.6% | 0.12% | -4.9% |
| Q3 2014 | $3,233,000 | +0.7% | 85,798 | -0.6% | 0.12% | +3.4% |
| Q2 2014 | $3,212,000 | +0.8% | 86,290 | -2.4% | 0.12% | -3.3% |
| Q1 2014 | $3,188,000 | -31.4% | 88,434 | -32.5% | 0.12% | -31.3% |
| Q4 2013 | $4,649,000 | -73.7% | 130,947 | -75.4% | 0.18% | -74.9% |
| Q3 2013 | $17,705,000 | -14.7% | 532,756 | -16.4% | 0.71% | -18.2% |
| Q2 2013 | $20,766,000 | – | 637,591 | – | 0.87% | – |
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% |