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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,000 | -97.8% | 104 | -97.4% | 0.01% | -93.0% |
| Q1 2022 | $315,000 | -13.2% | 4,062 | -9.4% | 0.07% | -7.8% |
| Q4 2021 | $363,000 | +1352.0% | 4,485 | +1226.9% | 0.08% | +1183.3% |
| Q3 2021 | $25,000 | 0.0% | 338 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $25,000 | -80.5% | 338 | -81.7% | 0.01% | -81.2% |
| Q1 2021 | $128,000 | -76.7% | 1,851 | -77.1% | 0.03% | -68.3% |
| Q4 2020 | $549,000 | +31.0% | 8,081 | +22.9% | 0.10% | +14.8% |
| Q3 2020 | $419,000 | +10.8% | 6,573 | +5.3% | 0.09% | +7.3% |
| Q2 2020 | $378,000 | +14.9% | 6,241 | +2.5% | 0.08% | -3.5% |
| Q1 2020 | $329,000 | +6.8% | 6,086 | +29.4% | 0.08% | +28.8% |
| Q4 2019 | $308,000 | -64.3% | 4,705 | -65.0% | 0.07% | -56.9% |
| Q3 2019 | $863,000 | +601.6% | 13,458 | +485.1% | 0.15% | +446.4% |
| Q2 2019 | $123,000 | -51.0% | 2,300 | -46.2% | 0.03% | -41.7% |
| Q1 2019 | $251,000 | +28.1% | 4,275 | +14.5% | 0.05% | +14.3% |
| Q4 2018 | $196,000 | -18.7% | 3,734 | -11.4% | 0.04% | -12.5% |
| Q3 2018 | $241,000 | -5.1% | 4,216 | -11.4% | 0.05% | -12.7% |
| Q2 2018 | $254,000 | -0.4% | 4,759 | -2.8% | 0.06% | -3.5% |
| Q1 2018 | $255,000 | +51.8% | 4,896 | +2385.3% | 0.06% | +42.5% |
| Q4 2017 | $168,000 | – | 197 | – | 0.04% | – |
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% |