ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $865,722 | +43.3% | 11,647 | +40.2% | 0.19% | +36.5% |
| Q1 2023 | $604,178 | – | 8,306 | – | 0.14% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $76,000 | +1.3% | 1,104 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $75,000 | +7.1% | 1,104 | +0.5% | 0.02% | +5.0% |
| Q3 2020 | $70,000 | +4.5% | 1,099 | +0.5% | 0.02% | -4.8% |
| Q2 2020 | $67,000 | +15.5% | 1,093 | +0.5% | 0.02% | +16.7% |
| Q1 2020 | $58,000 | -89.2% | 1,088 | -86.7% | 0.02% | -88.8% |
| Q4 2019 | $535,000 | +2.3% | 8,161 | 0.0% | 0.16% | -9.1% |
| Q3 2019 | $523,000 | +3.8% | 8,161 | 0.0% | 0.18% | -5.4% |
| Q2 2019 | $504,000 | +3.5% | 8,161 | -1.5% | 0.19% | -13.1% |
| Q1 2019 | $487,000 | -3.2% | 8,282 | -13.7% | 0.21% | -26.5% |
| Q4 2018 | $503,000 | – | 9,598 | – | 0.29% | – |
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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% |