ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 489 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $46,000 | -78.8% | 598 | -79.6% | 0.00% | – |
| Q3 2021 | $217,000 | +0.5% | 2,935 | 0.0% | 0.00% | – |
| Q2 2021 | $216,000 | +266.1% | 2,935 | +214.2% | 0.00% | – |
| Q3 2020 | $59,000 | -77.1% | 934 | -76.3% | 0.00% | -100.0% |
| Q4 2019 | $258,000 | +138.9% | 3,945 | +133.8% | 0.00% | – |
| Q3 2019 | $108,000 | -36.8% | 1,687 | -42.0% | 0.00% | – |
| Q1 2019 | $171,000 | +755.0% | 2,911 | +646.4% | 0.00% | – |
| Q4 2018 | $20,000 | +122.2% | 390 | +107.4% | 0.00% | – |
| Q2 2018 | $9,000 | -99.0% | 188 | -98.9% | 0.00% | -100.0% |
| Q4 2017 | $929,000 | +22.6% | 17,617 | +7.3% | 0.04% | -21.6% |
| Q2 2016 | $758,000 | +79.2% | 16,417 | +70.5% | 0.05% | +50.0% |
| Q1 2016 | $423,000 | +540.9% | 9,631 | +508.4% | 0.03% | +580.0% |
| Q4 2015 | $66,000 | – | 1,583 | – | 0.01% | – |
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% |