ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,585 | -2.6% | 271 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20,112 | +2.2% | 271 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,682 | -1.3% | 271 | -2.2% | 0.00% | 0.0% |
| Q4 2022 | $19,941 | -23.3% | 277 | -29.7% | 0.00% | -40.0% |
| Q3 2022 | $26,000 | +62.5% | 394 | +76.7% | 0.01% | +25.0% |
| Q2 2022 | $16,000 | -11.1% | 223 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | -80.6% | 223 | -85.1% | 0.00% | -86.7% |
| Q2 2019 | $93,000 | +5.7% | 1,500 | 0.0% | 0.03% | +7.1% |
| Q1 2019 | $88,000 | +11.4% | 1,500 | 0.0% | 0.03% | +12.0% |
| Q4 2018 | $79,000 | -8.1% | 1,500 | 0.0% | 0.02% | -65.8% |
| Q3 2018 | $86,000 | +7.5% | 1,500 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $80,000 | +2.6% | 1,500 | 0.0% | 0.07% | -2.6% |
| Q1 2018 | $78,000 | -1.3% | 1,500 | 0.0% | 0.08% | -1.3% |
| Q4 2017 | $79,000 | – | 1,500 | – | 0.08% | – |
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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% |