ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $238,041 | +10.7% | 3,268 | +18.9% | 0.03% | 0.0% |
| Q1 2022 | $215,000 | -14.7% | 2,748 | -14.0% | 0.03% | -14.7% |
| Q4 2021 | $252,000 | +7.2% | 3,196 | 0.0% | 0.03% | -10.5% |
| Q3 2021 | $235,000 | 0.0% | 3,196 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $235,000 | +3.5% | 3,196 | 0.0% | 0.04% | -7.1% |
| Q1 2021 | $227,000 | +4.6% | 3,196 | 0.0% | 0.04% | -14.3% |
| Q4 2020 | $217,000 | +6.4% | 3,196 | 0.0% | 0.05% | -10.9% |
| Q3 2020 | $204,000 | -7.7% | 3,196 | -5.2% | 0.06% | -42.7% |
| Q4 2019 | $221,000 | +2.8% | 3,371 | 0.0% | 0.10% | -20.0% |
| Q3 2019 | $215,000 | -26.9% | 3,371 | -28.0% | 0.12% | -44.4% |
| Q2 2019 | $294,000 | +17.1% | 4,682 | +9.9% | 0.22% | +10.8% |
| Q1 2019 | $251,000 | +12.6% | 4,262 | 0.0% | 0.20% | -7.1% |
| Q4 2018 | $223,000 | – | 4,262 | – | 0.21% | – |
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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% |