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 | $2,442,398 | -4.1% | 33,744 | -1.5% | 0.06% | -1.5% |
| Q2 2023 | $2,546,628 | +34.0% | 34,261 | +31.1% | 0.06% | +25.0% |
| Q1 2023 | $1,900,438 | +0.7% | 26,126 | -0.2% | 0.05% | -5.5% |
| Q4 2022 | $1,887,690 | +3.2% | 26,182 | -5.4% | 0.06% | -12.7% |
| Q3 2022 | $1,829,000 | -23.7% | 27,672 | -18.9% | 0.06% | -23.2% |
| Q2 2022 | $2,396,000 | -17.4% | 34,131 | -8.8% | 0.08% | -5.7% |
| Q1 2022 | $2,902,000 | -7.3% | 37,406 | -3.3% | 0.09% | -9.4% |
| Q4 2021 | $3,130,000 | -0.9% | 38,688 | -10.0% | 0.10% | -11.9% |
| Q3 2021 | $3,159,000 | -15.6% | 42,974 | -15.5% | 0.11% | -26.8% |
| Q2 2021 | $3,744,000 | -69.1% | 50,856 | -71.0% | 0.15% | -72.2% |
| Q1 2021 | $12,117,000 | -94.4% | 175,124 | -94.5% | 0.54% | -94.7% |
| Q4 2020 | $215,452,000 | +7.0% | 3,174,009 | +0.4% | 10.16% | -5.9% |
| Q3 2020 | $201,416,000 | +7.4% | 3,160,460 | +2.1% | 10.79% | -4.8% |
| Q2 2020 | $187,597,000 | -15.9% | 3,094,132 | -25.1% | 11.34% | -41.2% |
| Q1 2020 | $222,995,000 | -12.7% | 4,128,766 | +6.1% | 19.27% | +2.2% |
| Q4 2019 | $255,366,000 | +9.0% | 3,892,776 | +6.5% | 18.86% | -2.0% |
| Q3 2019 | $234,190,000 | +7.7% | 3,653,508 | +3.7% | 19.24% | +2.3% |
| Q2 2019 | $217,397,000 | +10.4% | 3,521,744 | +5.1% | 18.81% | +12.2% |
| Q1 2019 | $196,975,000 | +31.7% | 3,349,920 | +17.4% | 16.77% | +20.3% |
| Q4 2018 | $149,551,000 | +11684.9% | 2,854,032 | +12731.7% | 13.94% | +10703.1% |
| Q3 2018 | $1,269,000 | +7.4% | 22,242 | 0.0% | 0.13% | -2.3% |
| Q2 2018 | $1,182,000 | +1.8% | 22,242 | -0.5% | 0.13% | -2.9% |
| Q1 2018 | $1,161,000 | -3.3% | 22,360 | -1.7% | 0.14% | -6.2% |
| Q4 2017 | $1,201,000 | +8.5% | 22,758 | +3.5% | 0.14% | -1.4% |
| Q3 2017 | $1,107,000 | +1.6% | 21,985 | -1.3% | 0.15% | -7.0% |
| Q2 2017 | $1,090,000 | -1.2% | 22,284 | -3.6% | 0.16% | -3.1% |
| Q1 2017 | $1,103,000 | +5.3% | 23,118 | -0.1% | 0.16% | -7.4% |
| Q4 2016 | $1,047,000 | -19.6% | 23,143 | -19.3% | 0.18% | -7.4% |
| Q3 2016 | $1,303,000 | -91.9% | 28,671 | -91.8% | 0.19% | -91.9% |
| Q2 2016 | $16,155,000 | +20.7% | 349,599 | +14.7% | 2.36% | +3.4% |
| Q1 2016 | $13,387,000 | +8.3% | 304,731 | +3.1% | 2.28% | -4.7% |
| Q4 2015 | $12,362,000 | +13.1% | 295,604 | +7.1% | 2.39% | -3.9% |
| Q3 2015 | $10,926,000 | -3.0% | 275,973 | -1.2% | 2.49% | +2.0% |
| Q2 2015 | $11,260,000 | -10.6% | 279,278 | -8.5% | 2.44% | -20.1% |
| Q1 2015 | $12,598,000 | -12.9% | 305,336 | -14.5% | 3.05% | -15.0% |
| Q4 2014 | $14,457,000 | -25.2% | 357,136 | -30.4% | 3.59% | -43.0% |
| Q3 2014 | $19,335,000 | -16.3% | 513,142 | -17.3% | 6.30% | -21.6% |
| Q2 2014 | $23,088,000 | -2.3% | 620,313 | -5.4% | 8.04% | -15.5% |
| Q1 2014 | $23,636,000 | -4.2% | 655,640 | -5.7% | 9.52% | +5.9% |
| Q4 2013 | $24,675,000 | +11.8% | 695,075 | +4.7% | 8.99% | -4.8% |
| Q3 2013 | $22,062,000 | +9.1% | 663,884 | +7.0% | 9.44% | -9.5% |
| Q2 2013 | $20,214,000 | – | 620,620 | – | 10.44% | – |
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% |