ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $73,573,942 | -9.4% | 1,016,496 | -7.0% | 1.30% | -6.8% |
Q2 2023 | $81,221,234 | +107338.3% | 1,092,712 | +5.1% | 1.39% | -10.7% |
Q1 2023 | $75,598 | +9.7% | 1,039,292 | +8.8% | 1.56% | -16.8% |
Q4 2022 | $68,890 | -99.9% | 955,476 | +2.5% | 1.87% | -4.9% |
Q3 2022 | $61,597,000 | -1.1% | 931,877 | +5.0% | 1.97% | +1.5% |
Q2 2022 | $62,285,000 | -14.2% | 887,127 | -5.2% | 1.94% | -12.6% |
Q1 2022 | $72,608,000 | -16.4% | 936,032 | -12.8% | 2.22% | -14.1% |
Q4 2021 | $86,833,000 | +20.0% | 1,073,337 | +9.0% | 2.58% | +9.6% |
Q3 2021 | $72,355,000 | +7.5% | 984,423 | +7.6% | 2.36% | -1.3% |
Q2 2021 | $67,317,000 | +67.0% | 914,508 | +56.9% | 2.38% | +44.1% |
Q1 2021 | $40,320,000 | -2.8% | 582,741 | -4.6% | 1.66% | -15.6% |
Q4 2020 | $41,479,000 | -5.0% | 611,066 | -10.8% | 1.96% | -27.1% |
Q3 2020 | $43,680,000 | +18.3% | 685,385 | +12.5% | 2.69% | +1.4% |
Q2 2020 | $36,923,000 | +29.6% | 608,983 | +15.5% | 2.66% | +1.0% |
Q1 2020 | $28,481,000 | -23.9% | 527,329 | -7.6% | 2.63% | -16.7% |
Q4 2019 | $37,440,000 | +30.3% | 570,735 | +27.3% | 3.16% | -2.2% |
Q3 2019 | $28,732,000 | +139.3% | 448,241 | +130.8% | 3.23% | +105.4% |
Q2 2019 | $12,005,000 | +48.8% | 194,196 | +41.6% | 1.57% | +15.2% |
Q1 2019 | $8,066,000 | +1079.2% | 137,183 | +950.4% | 1.37% | +634.4% |
Q4 2018 | $684,000 | +27.9% | 13,060 | +39.3% | 0.19% | +14.8% |
Q3 2018 | $535,000 | +3.9% | 9,373 | -3.1% | 0.16% | -8.0% |
Q2 2018 | $515,000 | +5.3% | 9,677 | +1.0% | 0.18% | -10.2% |
Q1 2018 | $489,000 | +19.9% | 9,581 | +25.6% | 0.20% | +12.0% |
Q4 2017 | $408,000 | – | 7,629 | – | 0.18% | – |
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% |