ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 467 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $221,000 | -97.3% | 2,729 | -97.5% | 0.05% | -97.5% |
| Q3 2021 | $8,060,000 | -5.8% | 109,659 | -5.7% | 1.96% | -9.0% |
| Q2 2021 | $8,557,000 | +2.8% | 116,252 | -3.4% | 2.15% | -0.3% |
| Q1 2021 | $8,325,000 | -20.9% | 120,325 | -30.6% | 2.16% | -38.0% |
| Q2 2020 | $10,519,000 | +26.5% | 173,502 | +12.7% | 3.48% | +5.8% |
| Q1 2020 | $8,317,000 | -9.2% | 153,990 | +10.3% | 3.29% | +12.3% |
| Q4 2019 | $9,155,000 | +14.3% | 139,562 | +11.7% | 2.93% | +5.2% |
| Q3 2019 | $8,007,000 | +16.3% | 124,921 | +12.0% | 2.78% | +8.7% |
| Q2 2019 | $6,882,000 | +21.5% | 111,493 | +15.8% | 2.56% | +7.6% |
| Q1 2019 | $5,662,000 | +14.5% | 96,287 | +2.0% | 2.38% | -7.4% |
| Q4 2018 | $4,947,000 | -7.1% | 94,408 | +1.2% | 2.57% | +4.3% |
| Q3 2018 | $5,323,000 | +37.7% | 93,313 | +28.4% | 2.46% | +14.6% |
| Q2 2018 | $3,865,000 | +18.9% | 72,699 | +16.1% | 2.15% | +11.5% |
| Q1 2018 | $3,251,000 | +2.9% | 62,610 | +4.6% | 1.93% | -15.1% |
| Q4 2017 | $3,158,000 | – | 59,844 | – | 2.27% | – |
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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% |