ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $12,142,000 | +5.3% | 189,420 | +1.4% | 0.02% | +4.3% |
| Q2 2019 | $11,534,000 | +113.6% | 186,840 | +103.5% | 0.02% | +9.5% |
| Q1 2019 | $5,399,000 | +18.9% | 91,820 | +6.0% | 0.02% | +5.0% |
| Q4 2018 | $4,539,000 | -4.0% | 86,630 | +4.5% | 0.02% | +17.6% |
| Q3 2018 | $4,729,000 | +18.6% | 82,900 | +10.5% | 0.02% | +13.3% |
| Q2 2018 | $3,989,000 | +26.4% | 75,040 | +23.4% | 0.02% | +15.4% |
| Q1 2018 | $3,157,000 | +0.6% | 60,790 | +2.2% | 0.01% | +8.3% |
| Q4 2017 | $3,139,000 | -1.0% | 59,470 | -5.6% | 0.01% | -14.3% |
| Q3 2017 | $3,170,000 | +3.5% | 62,970 | +0.6% | 0.01% | 0.0% |
| Q2 2017 | $3,062,000 | +3.2% | 62,580 | +0.6% | 0.01% | +7.7% |
| Q1 2017 | $2,968,000 | +983.2% | 62,180 | +927.8% | 0.01% | +1200.0% |
| Q4 2016 | $274,000 | -0.4% | 6,050 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $275,000 | +3.8% | 6,050 | +5.6% | 0.00% | 0.0% |
| Q2 2016 | $265,000 | -15.9% | 5,730 | -20.2% | 0.00% | 0.0% |
| Q1 2016 | $315,000 | +5.0% | 7,180 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $300,000 | +5.6% | 7,180 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $284,000 | -4.7% | 7,180 | -2.7% | 0.00% | 0.0% |
| Q2 2015 | $298,000 | -20.7% | 7,380 | -19.0% | 0.00% | -50.0% |
| Q1 2015 | $376,000 | +1.9% | 9,110 | 0.0% | 0.00% | +100.0% |
| Q4 2014 | $369,000 | +13.9% | 9,110 | +5.8% | 0.00% | 0.0% |
| Q3 2014 | $324,000 | +4.9% | 8,610 | +3.6% | 0.00% | 0.0% |
| Q2 2014 | $309,000 | +20.7% | 8,310 | +17.2% | 0.00% | 0.0% |
| Q1 2014 | $256,000 | +1.6% | 7,090 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $252,000 | – | 7,090 | – | 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% |