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 | $224,884 | -2.6% | 3,107 | 0.0% | 0.08% | -1.3% |
Q2 2023 | $230,941 | +2.2% | 3,107 | 0.0% | 0.08% | -2.5% |
Q1 2023 | $226,003 | -8.7% | 3,107 | -9.5% | 0.08% | -9.2% |
Q4 2022 | $247,447 | +9.0% | 3,432 | 0.0% | 0.09% | -3.3% |
Q3 2022 | $227,000 | -5.8% | 3,432 | 0.0% | 0.09% | -2.2% |
Q2 2022 | $241,000 | -9.4% | 3,432 | 0.0% | 0.09% | +4.5% |
Q1 2022 | $266,000 | -4.3% | 3,432 | 0.0% | 0.09% | -6.4% |
Q4 2021 | $278,000 | +4.5% | 3,432 | 0.0% | 0.09% | -3.1% |
Q3 2021 | $266,000 | -0.7% | 3,432 | -6.9% | 0.10% | -6.7% |
Q2 2021 | $268,000 | +10.7% | 3,687 | 0.0% | 0.10% | -1.9% |
Q1 2021 | $242,000 | -3.2% | 3,687 | 0.0% | 0.11% | -5.4% |
Q4 2020 | $250,000 | -9.4% | 3,687 | -15.0% | 0.11% | -17.0% |
Q3 2020 | $276,000 | +7.0% | 4,337 | +1.8% | 0.14% | -11.8% |
Q2 2020 | $258,000 | -29.5% | 4,262 | -37.1% | 0.15% | -41.4% |
Q1 2020 | $366,000 | +65.6% | 6,772 | +96.7% | 0.26% | +123.1% |
Q3 2019 | $221,000 | +10.5% | 3,443 | +6.4% | 0.12% | +67.1% |
Q2 2019 | $200,000 | +5.3% | 3,237 | 0.0% | 0.07% | -35.2% |
Q1 2019 | $190,000 | +11.8% | 3,237 | 0.0% | 0.11% | +0.9% |
Q4 2018 | $170,000 | – | 3,237 | – | 0.11% | – |
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% |