ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 452 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.90 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,401 | -22.5% | 10,408 | -20.4% | 0.06% | -24.4% |
| Q2 2023 | $971,818 | -1.2% | 13,074 | -3.3% | 0.08% | -3.7% |
| Q1 2023 | $983,980 | +30.5% | 13,527 | +29.4% | 0.08% | +20.9% |
| Q4 2022 | $753,831 | +5.1% | 10,455 | -3.6% | 0.07% | -2.9% |
| Q3 2022 | $717,000 | +29.2% | 10,844 | +37.2% | 0.07% | +38.0% |
| Q2 2022 | $555,000 | -10.2% | 7,901 | -0.8% | 0.05% | +6.4% |
| Q1 2022 | $618,000 | -10.7% | 7,966 | -6.8% | 0.05% | -9.6% |
| Q4 2021 | $692,000 | +62.4% | 8,551 | +38.9% | 0.05% | +26.8% |
| Q1 2021 | $426,000 | -49.9% | 6,157 | -50.8% | 0.04% | -53.4% |
| Q4 2020 | $850,000 | +10.8% | 12,515 | +4.0% | 0.09% | -1.1% |
| Q3 2020 | $767,000 | +6.7% | 12,036 | +1.5% | 0.09% | -8.2% |
| Q2 2020 | $719,000 | -23.5% | 11,853 | -31.9% | 0.10% | -21.1% |
| Q1 2020 | $940,000 | -22.0% | 17,412 | -5.2% | 0.12% | -15.8% |
| Q4 2019 | $1,205,000 | -46.5% | 18,376 | -47.7% | 0.15% | -49.7% |
| Q3 2019 | $2,252,000 | +57.8% | 35,127 | +51.9% | 0.29% | +50.3% |
| Q2 2019 | $1,427,000 | +21.1% | 23,119 | +15.9% | 0.19% | +26.1% |
| Q1 2019 | $1,178,000 | +60.1% | 19,955 | +38.8% | 0.15% | +28.6% |
| Q4 2018 | $736,000 | -87.2% | 14,372 | -85.7% | 0.12% | -88.3% |
| Q3 2018 | $5,733,000 | +1037.5% | 100,528 | +1008.0% | 1.01% | +978.7% |
| Q2 2018 | $504,000 | +8.2% | 9,073 | +1.1% | 0.09% | +4.4% |
| Q1 2018 | $466,000 | -0.2% | 8,976 | +1.4% | 0.09% | +1.1% |
| Q4 2017 | $467,000 | -24.3% | 8,848 | -27.6% | 0.09% | -31.5% |
| Q3 2017 | $617,000 | +38.3% | 12,224 | +34.0% | 0.13% | +28.7% |
| Q2 2017 | $446,000 | -11.0% | 9,123 | -12.8% | 0.10% | -12.9% |
| Q1 2017 | $501,000 | +25.2% | 10,463 | +18.3% | 0.12% | +3.6% |
| Q4 2016 | $400,000 | +27.0% | 8,841 | +27.4% | 0.11% | +6.7% |
| Q3 2016 | $315,000 | – | 6,940 | – | 0.10% | – |
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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% |