ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,757 | +17.6% | 4,403 | +20.8% | 0.00% | – |
| Q2 2023 | $271,038 | -5.4% | 3,646 | -7.4% | 0.00% | – |
| Q1 2023 | $286,571 | -25.4% | 3,939 | -17.0% | 0.00% | – |
| Q4 2021 | $384,000 | +91.0% | 4,744 | +73.5% | 0.00% | – |
| Q3 2021 | $201,000 | -3.4% | 2,735 | -3.0% | 0.00% | – |
| Q2 2021 | $208,000 | +2.0% | 2,821 | -4.4% | 0.00% | – |
| Q1 2021 | $204,000 | -3.3% | 2,950 | -5.1% | 0.00% | – |
| Q4 2020 | $211,000 | -7.0% | 3,109 | -16.8% | 0.00% | – |
| Q2 2020 | $227,000 | +4.6% | 3,736 | -7.2% | 0.00% | – |
| Q1 2020 | $217,000 | -24.1% | 4,026 | -7.6% | 0.00% | – |
| Q4 2019 | $286,000 | +39.5% | 4,359 | +21.4% | 0.00% | – |
| Q3 2018 | $205,000 | – | 3,592 | – | 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% |