ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 95 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,152,365 | -6.3% | 292,293 | -3.8% | 1.97% | -2.7% |
| Q2 2023 | $22,581,550 | +0.7% | 303,867 | -1.5% | 2.02% | -4.0% |
| Q1 2023 | $22,424,509 | +0.9% | 308,399 | +0.1% | 2.11% | -7.3% |
| Q4 2022 | $22,217,028 | -99.9% | 308,141 | -5.3% | 2.28% | -4.6% |
| Q3 2022 | $21,517,766,000 | -5.6% | 325,533 | +0.3% | 2.39% | -4.8% |
| Q2 2022 | $22,790,112,000 | -10.4% | 324,599 | -0.9% | 2.51% | +3.7% |
| Q1 2022 | $25,449,347,000 | -29.7% | 327,409 | -26.8% | 2.42% | -28.1% |
| Q4 2021 | $36,190,135,000 | +4.5% | 447,193 | -5.2% | 3.36% | +2.5% |
| Q3 2021 | $34,642,316,000 | -8.3% | 471,895 | -7.5% | 3.28% | -10.1% |
| Q2 2021 | $37,768,692,000 | +2.3% | 510,171 | -4.4% | 3.65% | -3.3% |
| Q1 2021 | $36,923,800,000 | +15.2% | 533,484 | +12.9% | 3.78% | +4.3% |
| Q4 2020 | $32,059,405,000 | +7.0% | 472,427 | +0.5% | 3.62% | -4.7% |
| Q3 2020 | $29,953,418,000 | +9.0% | 470,005 | +3.7% | 3.80% | +1.4% |
| Q2 2020 | $27,468,742,000 | +6.5% | 453,038 | -5.2% | 3.75% | -11.0% |
| Q1 2020 | $25,802,833,000 | -6.3% | 477,661 | +7.1% | 4.21% | +24.2% |
| Q2 2019 | $27,527,420,000 | +108.0% | 445,932 | +98.2% | 3.39% | +89.0% |
| Q1 2019 | $13,231,227,000 | +888.4% | 225,045 | +858.9% | 1.79% | +869.2% |
| Q3 2018 | $1,338,702,000 | +21.0% | 23,469 | +12.8% | 0.18% | +14.9% |
| Q2 2018 | $1,106,512,000 | +127968.5% | 20,815 | +25.1% | 0.16% | +20.1% |
| Q1 2018 | $864,000 | -0.1% | 16,643 | +1.6% | 0.13% | -8.2% |
| Q4 2017 | $865,000 | +16.0% | 16,383 | +10.5% | 0.15% | +9.0% |
| Q3 2017 | $746,000 | +12.9% | 14,824 | +9.8% | 0.13% | +6.3% |
| Q2 2017 | $661,000 | +5.6% | 13,502 | +2.9% | 0.13% | +21.2% |
| Q1 2017 | $626,000 | +11.0% | 13,125 | +5.3% | 0.10% | +1.0% |
| Q4 2016 | $564,000 | +14.6% | 12,470 | +15.1% | 0.10% | +8.4% |
| Q3 2016 | $492,000 | -5.7% | 10,830 | -4.2% | 0.10% | -3.1% |
| Q2 2016 | $522,000 | +17.3% | 11,302 | +11.6% | 0.10% | +12.6% |
| Q1 2016 | $445,000 | +10.7% | 10,127 | +5.4% | 0.09% | +3.6% |
| Q4 2015 | $402,000 | +7.5% | 9,609 | +1.8% | 0.08% | -1.2% |
| Q3 2015 | $374,000 | +7.2% | 9,438 | +8.9% | 0.08% | +6.2% |
| Q2 2015 | $349,000 | -2.2% | 8,663 | 0.0% | 0.08% | -1.2% |
| Q1 2015 | $357,000 | -3.5% | 8,663 | -5.2% | 0.08% | +88.4% |
| Q4 2014 | $370,000 | +13.5% | 9,142 | +5.7% | 0.04% | -44.2% |
| Q3 2014 | $326,000 | +1.2% | 8,653 | 0.0% | 0.08% | 0.0% |
| Q2 2014 | $322,000 | +3.2% | 8,653 | 0.0% | 0.08% | -8.3% |
| Q1 2014 | $312,000 | +1.6% | 8,653 | 0.0% | 0.08% | -9.7% |
| Q4 2013 | $307,000 | +6.6% | 8,653 | 0.0% | 0.09% | 0.0% |
| Q3 2013 | $288,000 | +7.5% | 8,653 | +5.1% | 0.09% | 0.0% |
| Q2 2013 | $268,000 | – | 8,232 | – | 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% |