ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $949,000 | +35.8% | 11,728 | +23.3% | 0.07% | +25.5% |
| Q3 2021 | $699,000 | -2.6% | 9,513 | -2.5% | 0.06% | -3.5% |
| Q2 2021 | $718,000 | +4.5% | 9,756 | -1.7% | 0.06% | -3.4% |
| Q1 2021 | $687,000 | -19.6% | 9,923 | -21.1% | 0.06% | -27.2% |
| Q4 2020 | $854,000 | +7.8% | 12,581 | +1.3% | 0.08% | -2.4% |
| Q3 2020 | $792,000 | -4.6% | 12,421 | -9.3% | 0.08% | -5.7% |
| Q2 2020 | $830,000 | -47.0% | 13,694 | -52.7% | 0.09% | -46.3% |
| Q1 2020 | $1,565,000 | -61.1% | 28,976 | -52.7% | 0.16% | -53.4% |
| Q4 2019 | $4,020,000 | +156.7% | 61,275 | +150.8% | 0.35% | +130.1% |
| Q3 2019 | $1,566,000 | -74.5% | 24,435 | -75.4% | 0.15% | -75.2% |
| Q2 2019 | $6,132,000 | +336.8% | 99,337 | +316.0% | 0.62% | +334.5% |
| Q1 2019 | $1,404,000 | -77.4% | 23,878 | -79.9% | 0.14% | -80.1% |
| Q4 2018 | $6,222,000 | +338.5% | 118,733 | +377.4% | 0.71% | +388.4% |
| Q3 2018 | $1,419,000 | -65.6% | 24,872 | -68.0% | 0.15% | -66.7% |
| Q2 2018 | $4,129,000 | +113.9% | 77,675 | +109.0% | 0.44% | +101.8% |
| Q1 2018 | $1,930,000 | -61.2% | 37,163 | -60.5% | 0.22% | -62.3% |
| Q4 2017 | $4,971,000 | – | 94,174 | – | 0.58% | – |
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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% |