ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $221,000 | -11.2% | 3,345 | -5.7% | 0.12% | -4.0% |
| Q2 2022 | $249,000 | -27.0% | 3,548 | -19.4% | 0.13% | -12.5% |
| Q1 2022 | $341,000 | -0.9% | 4,401 | +3.6% | 0.14% | +2.9% |
| Q4 2021 | $344,000 | +0.9% | 4,247 | -8.5% | 0.14% | -6.7% |
| Q3 2021 | $341,000 | +0.3% | 4,644 | +0.4% | 0.15% | 0.0% |
| Q2 2021 | $340,000 | -32.7% | 4,625 | -36.6% | 0.15% | -30.9% |
| Q1 2021 | $505,000 | -75.4% | 7,299 | -75.9% | 0.22% | -76.5% |
| Q4 2020 | $2,053,000 | +2.0% | 30,243 | -4.2% | 0.92% | +1.5% |
| Q3 2020 | $2,012,000 | +30.5% | 31,566 | +24.1% | 0.91% | +18.5% |
| Q2 2020 | $1,542,000 | +43.4% | 25,436 | +27.8% | 0.77% | +18.5% |
| Q1 2020 | $1,075,000 | -9.7% | 19,904 | +12.7% | 0.65% | +34.1% |
| Q4 2019 | $1,191,000 | +17.0% | 17,660 | +11.9% | 0.48% | +11.5% |
| Q3 2019 | $1,018,000 | +19.5% | 15,786 | +16.4% | 0.43% | +13.0% |
| Q2 2019 | $852,000 | +49.2% | 13,558 | +41.3% | 0.38% | +42.2% |
| Q1 2019 | $571,000 | – | 9,596 | – | 0.27% | – |
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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% |