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 2020 | $164,000 | +5.1% | 2,575 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $156,000 | -95.9% | 2,575 | -96.3% | 0.05% | -96.6% |
| Q1 2020 | $3,768,000 | +3093.2% | 69,764 | +3775.8% | 1.37% | +3594.6% |
| Q4 2019 | $118,000 | +2.6% | 1,800 | 0.0% | 0.04% | -2.6% |
| Q3 2019 | $115,000 | +3.6% | 1,800 | 0.0% | 0.04% | +5.6% |
| Q2 2019 | $111,000 | +4.7% | 1,800 | 0.0% | 0.04% | -12.2% |
| Q1 2019 | $106,000 | +12.8% | 1,800 | 0.0% | 0.04% | +2.5% |
| Q4 2018 | $94,000 | -8.7% | 1,800 | 0.0% | 0.04% | +5.3% |
| Q3 2018 | $103,000 | +7.3% | 1,800 | 0.0% | 0.04% | +2.7% |
| Q2 2018 | $96,000 | +3.2% | 1,800 | 0.0% | 0.04% | -33.9% |
| Q1 2018 | $93,000 | -2.1% | 1,800 | 0.0% | 0.06% | -9.7% |
| Q4 2017 | $95,000 | – | 1,800 | – | 0.06% | – |
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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% |