ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,123 | -21.0% | 1,756 | -21.4% | 0.03% | -28.2% |
| Q2 2023 | $161,013 | 0.0% | 2,233 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $161,013 | 0.0% | 2,233 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $161,013 | -14.4% | 2,233 | -19.2% | 0.04% | -18.8% |
| Q3 2022 | $188,000 | +50.4% | 2,764 | +58.3% | 0.05% | +54.8% |
| Q2 2022 | $125,000 | -13.2% | 1,746 | -5.5% | 0.03% | -6.1% |
| Q1 2022 | $144,000 | -31.8% | 1,848 | -29.3% | 0.03% | -34.0% |
| Q4 2021 | $211,000 | +2914.3% | 2,613 | +2513.0% | 0.05% | +2400.0% |
| Q3 2021 | $7,000 | -93.0% | 100 | -92.6% | 0.00% | -92.3% |
| Q2 2021 | $100,000 | +3.1% | 1,359 | -2.7% | 0.03% | -7.1% |
| Q1 2021 | $97,000 | -68.6% | 1,396 | -69.4% | 0.03% | -71.4% |
| Q4 2020 | $309,000 | -85.3% | 4,555 | -86.2% | 0.10% | -76.2% |
| Q3 2020 | $2,103,000 | +1.6% | 33,006 | -3.3% | 0.41% | -47.4% |
| Q2 2020 | $2,069,000 | +6.2% | 34,117 | -5.5% | 0.78% | -17.1% |
| Q1 2020 | $1,949,000 | -14.8% | 36,094 | +3.5% | 0.94% | +1.9% |
| Q4 2019 | $2,287,000 | +389.7% | 34,859 | +378.0% | 0.92% | +478.1% |
| Q3 2019 | $467,000 | -95.3% | 7,293 | -95.5% | 0.16% | -96.0% |
| Q2 2019 | $9,937,000 | +5.6% | 160,988 | +0.6% | 3.97% | +0.7% |
| Q1 2019 | $9,414,000 | +55.5% | 160,095 | +38.6% | 3.94% | +32.4% |
| Q4 2018 | $6,054,000 | – | 115,532 | – | 2.98% | – |
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% |