ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,880 | -30.0% | 675 | -28.1% | 0.00% | -42.9% |
| Q2 2023 | $69,798 | -30.6% | 939 | -32.1% | 0.01% | -36.4% |
| Q1 2023 | $100,623 | +59.3% | 1,383 | +57.9% | 0.01% | +37.5% |
| Q4 2022 | $63,160 | +152.6% | 876 | +128.1% | 0.01% | +100.0% |
| Q3 2022 | $25,000 | -7.4% | 384 | +1.6% | 0.00% | 0.0% |
| Q2 2022 | $27,000 | +285.7% | 378 | +324.7% | 0.00% | +300.0% |
| Q2 2021 | $7,000 | -99.9% | 89 | -33.6% | 0.00% | -50.0% |
| Q1 2021 | $9,298,000 | +464800.0% | 134 | +509.1% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 22 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -92.9% | 22 | -90.1% | 0.00% | -100.0% |
| Q4 2019 | $14,000 | +366.7% | 222 | +372.3% | 0.00% | +100.0% |
| Q3 2019 | $3,000 | -25.0% | 47 | -29.9% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $4,000 | -81.0% | 67 | -83.3% | 0.00% | -81.8% |
| Q4 2018 | $21,000 | -41.7% | 402 | -37.1% | 0.01% | -38.9% |
| Q3 2018 | $36,000 | -20.0% | 639 | -24.3% | 0.02% | -30.8% |
| Q2 2018 | $45,000 | 0.0% | 844 | -3.7% | 0.03% | -13.3% |
| Q1 2018 | $45,000 | +350.0% | 876 | +356.2% | 0.03% | +328.6% |
| Q4 2017 | $10,000 | – | 192 | – | 0.01% | – |
Download | ||||||
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% |