ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $272,000 | -4.9% | 4,488 | -15.1% | 0.12% | -15.7% |
| Q1 2020 | $286,000 | -17.6% | 5,288 | 0.0% | 0.14% | +35.9% |
| Q4 2019 | $347,000 | +2.4% | 5,288 | 0.0% | 0.10% | -5.5% |
| Q3 2019 | $339,000 | +22.4% | 5,288 | +17.8% | 0.11% | +36.2% |
| Q2 2019 | $277,000 | +4.9% | 4,488 | 0.0% | 0.08% | +2.6% |
| Q1 2019 | $264,000 | +12.3% | 4,488 | 0.0% | 0.08% | +1.3% |
| Q4 2018 | $235,000 | -8.2% | 4,488 | 0.0% | 0.08% | -18.1% |
| Q3 2018 | $256,000 | +7.1% | 4,488 | 0.0% | 0.09% | +2.2% |
| Q2 2018 | $239,000 | +2.6% | 4,488 | 0.0% | 0.09% | +5.7% |
| Q1 2018 | $233,000 | -11.4% | 4,488 | -10.0% | 0.09% | -5.4% |
| Q4 2017 | $263,000 | – | 4,988 | – | 0.09% | – |
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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% |