ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 366 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,581,069 | -1.3% | 21,844 | +1.4% | 0.03% | +3.4% |
| Q2 2023 | $1,601,217 | +2.1% | 21,542 | -0.1% | 0.03% | -3.3% |
| Q1 2023 | $1,568,347 | -10.9% | 21,561 | -11.7% | 0.03% | -16.7% |
| Q4 2022 | $1,759,817 | +10.3% | 24,408 | +1.1% | 0.04% | +5.9% |
| Q3 2022 | $1,596,000 | -52.0% | 24,146 | -49.0% | 0.03% | -49.3% |
| Q2 2022 | $3,325,000 | -10.4% | 47,364 | -1.0% | 0.07% | +11.7% |
| Q1 2022 | $3,710,000 | +27.3% | 47,825 | +32.7% | 0.06% | +36.4% |
| Q4 2021 | $2,915,000 | +44.1% | 36,035 | +30.9% | 0.04% | +41.9% |
| Q3 2021 | $2,023,000 | +7.3% | 27,525 | +7.5% | 0.03% | +10.7% |
| Q2 2021 | $1,885,000 | +7.8% | 25,609 | +1.3% | 0.03% | -3.4% |
| Q1 2021 | $1,749,000 | +6.4% | 25,276 | +4.4% | 0.03% | 0.0% |
| Q4 2020 | $1,644,000 | -19.7% | 24,218 | -24.6% | 0.03% | -27.5% |
| Q3 2020 | $2,048,000 | +8.8% | 32,135 | +3.5% | 0.04% | 0.0% |
| Q2 2020 | $1,882,000 | +12.0% | 31,048 | -0.2% | 0.04% | -11.1% |
| Q1 2020 | $1,681,000 | -68.7% | 31,121 | -62.0% | 0.04% | -60.2% |
| Q4 2019 | $5,371,000 | -3.2% | 81,877 | -5.4% | 0.11% | -7.4% |
| Q3 2019 | $5,547,000 | +149.1% | 86,543 | +139.9% | 0.12% | +144.0% |
| Q2 2019 | $2,227,000 | +14.5% | 36,078 | +9.1% | 0.05% | +8.7% |
| Q1 2019 | $1,945,000 | +22.8% | 33,073 | +9.4% | 0.05% | +2.2% |
| Q4 2018 | $1,584,000 | -9.6% | 30,220 | -1.7% | 0.04% | +2.3% |
| Q3 2018 | $1,753,000 | +11.2% | 30,730 | +3.7% | 0.04% | -8.3% |
| Q2 2018 | $1,576,000 | +5.2% | 29,639 | +2.8% | 0.05% | -14.3% |
| Q1 2018 | $1,498,000 | +2.3% | 28,839 | +3.9% | 0.06% | +1.8% |
| Q4 2017 | $1,465,000 | +19.0% | 27,761 | +13.6% | 0.06% | +25.0% |
| Q3 2017 | $1,231,000 | -0.6% | 24,446 | -3.4% | 0.04% | +4.8% |
| Q2 2017 | $1,238,000 | +31.1% | 25,301 | +27.9% | 0.04% | +23.5% |
| Q1 2017 | $944,000 | – | 19,788 | – | 0.03% | – |
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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% |