ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $607,157 | +40.2% | 9,185 | +39.3% | 0.13% | -42.9% |
| Q1 2020 | $433,000 | 0.0% | 6,595 | 0.0% | 0.23% | +0.4% |
| Q4 2019 | $433,000 | +3.8% | 6,595 | +0.3% | 0.22% | +11150.0% |
| Q3 2019 | $417,000 | -9.2% | 6,575 | -11.7% | 0.00% | -99.1% |
| Q2 2019 | $459,000 | +12.0% | 7,450 | +7.2% | 0.22% | +18.1% |
| Q1 2019 | $410,000 | +22.4% | 6,947 | +13.5% | 0.19% | +11.2% |
| Q4 2018 | $335,000 | +294.1% | 6,120 | +313.0% | 0.17% | +275.6% |
| Q3 2018 | $85,000 | +6.2% | 1,482 | -1.9% | 0.04% | -2.2% |
| Q2 2018 | $80,000 | -5.9% | 1,511 | -7.8% | 0.05% | +4.5% |
| Q1 2018 | $85,000 | +18.1% | 1,639 | +18.2% | 0.04% | +10.0% |
| Q4 2017 | $72,000 | – | 1,387 | – | 0.04% | – |
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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% |