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 | $296,758 | -2.6% | 4,100 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $304,753 | +2.2% | 4,100 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $298,234 | +0.9% | 4,100 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $295,610 | +9.1% | 4,100 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $271,000 | -11.1% | 4,100 | -5.7% | 0.01% | -12.5% |
| Q2 2022 | $305,000 | -9.5% | 4,350 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $337,000 | -4.3% | 4,350 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $352,000 | +10.0% | 4,350 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $320,000 | 0.0% | 4,350 | 0.0% | 0.01% | +16.7% |
| Q2 2021 | $320,000 | -38.3% | 4,350 | -42.0% | 0.01% | -45.5% |
| Q1 2021 | $519,000 | +2.0% | 7,500 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $509,000 | +6.5% | 7,500 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $478,000 | +5.1% | 7,500 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $455,000 | +12.3% | 7,500 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $405,000 | -17.7% | 7,500 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $492,000 | -3.1% | 7,500 | -5.4% | 0.01% | -38.9% |
| Q3 2019 | $508,000 | +3.7% | 7,930 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $490,000 | +5.2% | 7,930 | 0.0% | 0.02% | +80.0% |
| Q1 2019 | $466,000 | – | 7,930 | – | 0.01% | – |
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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% |