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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679,938 | +2688.9% | 9,394 | +2764.0% | 0.28% | +6875.0% |
| Q2 2023 | $24,380 | +2.2% | 328 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $23,859 | +0.9% | 328 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $23,649 | -88.6% | 328 | -91.4% | 0.00% | -96.3% |
| Q1 2020 | $207,000 | -17.5% | 3,829 | 0.0% | 0.11% | -29.9% |
| Q4 2019 | $251,000 | +2.4% | 3,829 | 0.0% | 0.15% | -1.3% |
| Q3 2019 | $245,000 | +3.8% | 3,829 | 0.0% | 0.16% | +47.2% |
| Q2 2019 | $236,000 | +4.9% | 3,829 | 0.0% | 0.11% | -34.2% |
| Q1 2019 | $225,000 | – | 3,829 | – | 0.16% | – |
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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% |