ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 95 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,338,536 | -7.3% | 101,389 | -4.8% | 0.00% | 0.0% |
Q2 2023 | $7,912,429 | -8.8% | 106,450 | -10.7% | 0.00% | 0.0% |
Q1 2023 | $8,673,081 | -7.7% | 119,234 | -8.5% | 0.00% | -20.0% |
Q4 2022 | $9,393,332 | -11.8% | 130,282 | -19.1% | 0.01% | -16.7% |
Q3 2022 | $10,649,000 | -20.1% | 161,102 | -15.2% | 0.01% | -14.3% |
Q2 2022 | $13,335,000 | -9.9% | 189,941 | -0.4% | 0.01% | +16.7% |
Q1 2022 | $14,797,000 | -13.7% | 190,756 | -10.0% | 0.01% | 0.0% |
Q4 2021 | $17,139,000 | -61.7% | 211,849 | -65.2% | 0.01% | -64.7% |
Q3 2021 | $44,754,000 | +89.2% | 608,907 | +89.5% | 0.02% | +88.9% |
Q2 2021 | $23,656,000 | +1.9% | 321,367 | -4.2% | 0.01% | 0.0% |
Q1 2021 | $23,211,000 | -16.2% | 335,473 | -17.8% | 0.01% | -25.0% |
Q4 2020 | $27,707,000 | +5.8% | 408,177 | -0.7% | 0.01% | -7.7% |
Q3 2020 | $26,191,000 | +7.4% | 410,978 | +7.2% | 0.01% | 0.0% |
Q2 2020 | $24,393,000 | +8031.0% | 383,414 | +6808.4% | 0.01% | – |
Q1 2020 | $300,000 | -39.4% | 5,550 | -26.5% | 0.00% | – |
Q4 2019 | $495,000 | +2.3% | 7,550 | 0.0% | 0.00% | – |
Q3 2019 | $484,000 | -2.0% | 7,550 | -5.6% | 0.00% | – |
Q2 2019 | $494,000 | -92.1% | 8,000 | -94.7% | 0.00% | -100.0% |
Q1 2015 | $6,228,000 | -5.7% | 150,945 | -7.5% | 0.00% | 0.0% |
Q4 2014 | $6,604,000 | +43.7% | 163,145 | +33.7% | 0.00% | +50.0% |
Q3 2014 | $4,597,000 | +1.2% | 122,000 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $4,541,000 | +3.3% | 122,000 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $4,398,000 | +1.5% | 122,000 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $4,331,000 | +7.0% | 122,000 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $4,048,000 | +1.9% | 122,000 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $3,974,000 | – | 122,000 | – | 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% |