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 | $2,291,604 | -13.7% | 31,661 | -11.4% | 0.25% | -11.4% |
Q2 2023 | $2,655,271 | +20.4% | 35,723 | +17.9% | 0.28% | +13.3% |
Q1 2023 | $2,204,670 | +26.7% | 30,309 | +25.6% | 0.25% | +25.9% |
Q4 2022 | $1,740,070 | +8.2% | 24,134 | -0.8% | 0.20% | -7.5% |
Q3 2022 | $1,608,000 | +17.9% | 24,321 | +25.2% | 0.21% | +23.8% |
Q2 2022 | $1,364,000 | -1.5% | 19,431 | +8.9% | 0.17% | +13.9% |
Q1 2022 | $1,385,000 | -12.1% | 17,851 | -8.3% | 0.15% | -7.9% |
Q4 2021 | $1,575,000 | +112.3% | 19,465 | +92.7% | 0.16% | +92.9% |
Q3 2021 | $742,000 | +4.7% | 10,102 | +4.9% | 0.08% | -1.2% |
Q2 2021 | $709,000 | -35.1% | 9,634 | -39.0% | 0.09% | -39.9% |
Q1 2021 | $1,092,000 | -15.9% | 15,785 | -17.5% | 0.14% | -21.4% |
Q4 2020 | $1,298,000 | +38.5% | 19,123 | +30.0% | 0.18% | +36.8% |
Q3 2020 | $937,000 | -1.5% | 14,705 | -6.2% | 0.13% | -21.8% |
Q2 2020 | $951,000 | -20.7% | 15,679 | -29.4% | 0.17% | -37.0% |
Q1 2020 | $1,199,000 | -15.0% | 22,206 | +5.8% | 0.27% | +10.2% |
Q4 2019 | $1,410,000 | +54.4% | 20,998 | +45.8% | 0.24% | +50.3% |
Q3 2019 | $913,000 | +72.6% | 14,397 | +69.7% | 0.16% | +66.3% |
Q2 2019 | $529,000 | +6.7% | 8,485 | +0.6% | 0.10% | +5.4% |
Q1 2019 | $496,000 | +4.9% | 8,438 | 0.0% | 0.09% | -3.1% |
Q4 2018 | $473,000 | -0.8% | 8,438 | 0.0% | 0.10% | +15.7% |
Q3 2018 | $477,000 | +6.2% | 8,438 | 0.0% | 0.08% | -2.4% |
Q2 2018 | $449,000 | +2.5% | 8,438 | 0.0% | 0.08% | -9.6% |
Q1 2018 | $438,000 | – | 8,438 | – | 0.09% | – |
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% |