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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,918 | -25.3% | 192,297 | -23.2% | 0.01% | -25.0% |
| Q2 2023 | $18,622 | +38.2% | 250,532 | +35.2% | 0.01% | +100.0% |
| Q1 2023 | $13,479 | +173.2% | 185,299 | +170.8% | 0.01% | +200.0% |
| Q4 2022 | $4,934 | -99.9% | 68,425 | +3.9% | 0.00% | -60.0% |
| Q3 2022 | $4,352,000 | +62.8% | 65,838 | +72.9% | 0.01% | +150.0% |
| Q2 2022 | $2,673,000 | +11.6% | 38,076 | +17.0% | 0.00% | +100.0% |
| Q2 2021 | $2,395,000 | -89.5% | 32,534 | -90.1% | 0.00% | -91.7% |
| Q1 2021 | $22,808,000 | +260.1% | 329,647 | +233.7% | 0.01% | +200.0% |
| Q3 2019 | $6,333,000 | +223.8% | 98,790 | +211.8% | 0.00% | +300.0% |
| Q2 2019 | $1,956,000 | +184.3% | 31,687 | +170.6% | 0.00% | – |
| Q1 2019 | $688,000 | -10.1% | 11,708 | -19.9% | 0.00% | -100.0% |
| Q4 2018 | $765,000 | +1812.5% | 14,608 | +1960.4% | 0.00% | – |
| Q3 2018 | $40,000 | – | 709 | – | 0.00% | – |
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% |