ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,235,457 | -6.6% | 86,137 | -4.1% | 0.24% | -5.9% |
Q2 2023 | $6,678,455 | +8.2% | 89,837 | +5.9% | 0.26% | +0.8% |
Q1 2023 | $6,170,276 | +146.1% | 84,813 | +143.9% | 0.25% | +101.6% |
Q4 2022 | $2,507,383 | -58.8% | 34,776 | -62.2% | 0.13% | -60.3% |
Q3 2022 | $6,079,000 | -4.5% | 91,957 | +1.5% | 0.32% | -2.5% |
Q2 2022 | $6,364,000 | -9.7% | 90,632 | -0.2% | 0.32% | +10.2% |
Q1 2022 | $7,048,000 | -1.1% | 90,853 | +3.1% | 0.30% | -4.2% |
Q4 2021 | $7,129,000 | +11.4% | 88,115 | +1.2% | 0.31% | -3.4% |
Q3 2021 | $6,398,000 | +0.6% | 87,029 | +0.7% | 0.32% | 0.0% |
Q2 2021 | $6,359,000 | +6.0% | 86,389 | -0.3% | 0.32% | -10.4% |
Q1 2021 | $5,997,000 | -0.8% | 86,642 | -2.7% | 0.36% | -14.4% |
Q4 2020 | $6,045,000 | +54.2% | 89,047 | +44.8% | 0.42% | -72.2% |
Q3 2020 | $3,919,000 | -42.8% | 61,497 | -45.6% | 1.50% | +146.8% |
Q2 2020 | $6,856,000 | +7.4% | 113,083 | -4.3% | 0.61% | -10.3% |
Q1 2020 | $6,383,000 | -24.5% | 118,185 | -8.3% | 0.68% | +4.0% |
Q4 2019 | $8,453,000 | +113.9% | 128,863 | +109.0% | 0.65% | +60.3% |
Q3 2019 | $3,952,000 | +60.9% | 61,660 | +56.2% | 0.41% | +47.1% |
Q2 2019 | $2,456,000 | +116.6% | 39,484 | +82.3% | 0.28% | +20.5% |
Q4 2018 | $1,134,000 | -12.3% | 21,657 | -9.1% | 0.23% | -5.0% |
Q3 2018 | $1,293,000 | -30.9% | 23,829 | -32.0% | 0.24% | -5.1% |
Q2 2018 | $1,872,000 | -1.2% | 35,030 | -3.8% | 0.25% | -4.2% |
Q1 2018 | $1,895,000 | +10.8% | 36,419 | +12.9% | 0.26% | +1.5% |
Q4 2017 | $1,710,000 | -38.1% | 32,270 | -40.9% | 0.26% | -37.9% |
Q3 2017 | $2,763,000 | +5.0% | 54,564 | +0.8% | 0.42% | -0.5% |
Q2 2017 | $2,632,000 | +306.8% | 54,141 | +299.1% | 0.42% | +260.7% |
Q1 2017 | $647,000 | +2.1% | 13,565 | -2.8% | 0.12% | -5.6% |
Q4 2016 | $634,000 | -9.2% | 13,949 | -9.2% | 0.12% | -11.4% |
Q3 2016 | $698,000 | +23.3% | 15,368 | +25.5% | 0.14% | +19.7% |
Q2 2016 | $566,000 | +68.5% | 12,242 | +60.0% | 0.12% | +56.0% |
Q1 2016 | $336,000 | -42.7% | 7,652 | -45.4% | 0.08% | -41.9% |
Q4 2015 | $586,000 | +68.4% | 14,018 | +59.6% | 0.13% | +46.6% |
Q3 2015 | $348,000 | -11.7% | 8,781 | -10.2% | 0.09% | -6.4% |
Q2 2015 | $394,000 | – | 9,781 | – | 0.09% | – |
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% |