ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $113,795,000 | -4.1% | 1,467 | 0.0% | 0.05% | +4.3% |
| Q4 2021 | $118,680,000 | +10.1% | 1,467 | 0.0% | 0.05% | +4.4% |
| Q3 2021 | $107,824,000 | -0.2% | 1,467 | 0.0% | 0.04% | +2.3% |
| Q2 2021 | $107,986,000 | +8.4% | 1,467 | 0.0% | 0.04% | -6.4% |
| Q4 2020 | $99,580,000 | +6.5% | 1,467 | 0.0% | 0.05% | -4.1% |
| Q3 2020 | $93,492,000 | +5.1% | 1,467 | 0.0% | 0.05% | -9.3% |
| Q2 2020 | $88,944,000 | +12.3% | 1,467 | 0.0% | 0.05% | -12.9% |
| Q1 2020 | $79,233,000 | -17.7% | 1,467 | 0.0% | 0.06% | +12.7% |
| Q4 2019 | $96,235,000 | -3.9% | 1,467 | -6.1% | 0.06% | -9.8% |
| Q3 2019 | $100,188,000 | +3.8% | 1,563 | 0.0% | 0.06% | +7.0% |
| Q2 2019 | $96,484,000 | +11.9% | 1,563 | +6.5% | 0.06% | +11.8% |
| Q1 2019 | $86,260,000 | +12.2% | 1,467 | 0.0% | 0.05% | -32.0% |
| Q4 2018 | $76,870,000 | -8.1% | 1,467 | 0.0% | 0.08% | +19.0% |
| Q3 2018 | $83,678,000 | +7.3% | 1,467 | 0.0% | 0.06% | +3.3% |
| Q2 2018 | $77,986,000 | +2.4% | 1,467 | 0.0% | 0.06% | -1.6% |
| Q1 2018 | $76,181,000 | -1.6% | 1,467 | 0.0% | 0.06% | -6.1% |
| Q4 2017 | $77,428,000 | +4.8% | 1,467 | 0.0% | 0.07% | +10.0% |
| Q3 2017 | $73,848,000 | +2.9% | 1,467 | 0.0% | 0.06% | -4.8% |
| Q2 2017 | $71,780,000 | -62.3% | 1,467 | -63.2% | 0.06% | -59.9% |
| Q1 2017 | $190,450,000 | -51.1% | 3,991 | -53.6% | 0.16% | -53.0% |
| Q4 2016 | $389,072,000 | – | 8,604 | – | 0.33% | – |
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% |