ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,909 | -9.3% | 7,487 | -6.9% | 0.02% | -4.0% |
| Q2 2023 | $597,687 | +97.6% | 8,041 | +93.4% | 0.02% | +92.3% |
| Q1 2023 | $302,452 | -4.8% | 4,158 | -5.7% | 0.01% | -7.1% |
| Q4 2022 | $317,744 | +1.2% | 4,407 | -7.2% | 0.01% | -6.7% |
| Q3 2022 | $314,000 | +7.2% | 4,748 | +13.6% | 0.02% | +15.4% |
| Q2 2022 | $293,000 | -9.3% | 4,178 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $323,000 | -9.5% | 4,160 | -5.8% | 0.01% | -7.1% |
| Q4 2021 | $357,000 | +10.2% | 4,416 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $324,000 | -0.3% | 4,409 | 0.0% | 0.01% | +7.7% |
| Q2 2021 | $325,000 | +6.6% | 4,409 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $305,000 | -2.2% | 4,409 | -10.0% | 0.01% | -13.3% |
| Q3 2020 | $312,000 | +5.1% | 4,901 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $297,000 | +8.8% | 4,901 | -3.0% | 0.02% | -5.9% |
| Q1 2020 | $273,000 | -21.3% | 5,053 | -4.4% | 0.02% | 0.0% |
| Q4 2019 | $347,000 | -9.2% | 5,285 | -11.2% | 0.02% | -15.0% |
| Q3 2019 | $382,000 | -24.8% | 5,952 | -27.7% | 0.02% | -28.6% |
| Q2 2019 | $508,000 | – | 8,233 | – | 0.03% | – |
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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% |