ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,534 | -3.8% | 6,943 | -1.2% | 0.03% | -20.6% |
| Q2 2023 | $522,243 | +2.2% | 7,026 | 0.0% | 0.03% | -8.1% |
| Q1 2023 | $511,071 | +0.9% | 7,026 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $506,575 | +9.2% | 7,026 | 0.0% | 0.04% | -2.6% |
| Q3 2022 | $464,000 | -8.5% | 7,026 | -2.8% | 0.04% | -11.6% |
| Q2 2022 | $507,000 | -17.4% | 7,226 | -8.7% | 0.04% | -74.6% |
| Q1 2022 | $614,000 | -13.4% | 7,911 | -9.7% | 0.17% | -14.2% |
| Q4 2021 | $709,000 | +6.9% | 8,764 | -2.8% | 0.20% | -9.2% |
| Q3 2021 | $663,000 | -3.2% | 9,019 | -3.1% | 0.22% | -1.8% |
| Q2 2021 | $685,000 | -0.1% | 9,305 | -6.2% | 0.22% | -21.6% |
| Q1 2021 | $686,000 | -65.7% | 9,921 | -66.4% | 0.28% | -26.9% |
| Q4 2020 | $2,002,000 | -3.1% | 29,495 | -9.1% | 0.39% | -11.7% |
| Q3 2020 | $2,067,000 | +16.6% | 32,441 | +10.9% | 0.44% | -82.6% |
| Q2 2020 | $1,772,000 | -35.3% | 29,241 | -42.3% | 2.51% | -60.7% |
| Q1 2020 | $2,738,000 | +109.5% | 50,702 | +154.5% | 6.39% | +346.2% |
| Q4 2019 | $1,307,000 | +34.5% | 19,919 | +7.3% | 1.43% | +51.5% |
| Q4 2018 | $972,000 | – | 18,560 | – | 0.94% | – |
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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% |