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 2020 | $11,838,000 | +5.1% | 185,753 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,262,000 | +12.2% | 185,753 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $10,033,000 | -58.2% | 185,753 | -49.2% | 0.01% | -44.4% |
| Q4 2019 | $23,993,000 | +2.3% | 365,753 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $23,445,000 | +1.4% | 365,753 | -2.3% | 0.01% | 0.0% |
| Q2 2019 | $23,110,000 | +4.0% | 374,378 | -0.9% | 0.01% | -92.4% |
| Q1 2019 | $22,215,000 | +15.6% | 377,808 | +3.1% | 0.12% | -1.7% |
| Q4 2018 | $19,211,000 | -8.1% | 366,618 | 0.0% | 0.12% | +9.0% |
| Q3 2018 | $20,912,000 | – | 366,618 | – | 0.11% | – |
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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% |