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 | $11,219 | -2.6% | 155 | 0.0% | 0.00% | – |
| Q2 2023 | $11,521 | +2.2% | 155 | 0.0% | 0.00% | – |
| Q1 2023 | $11,275 | +0.9% | 155 | 0.0% | 0.00% | – |
| Q4 2022 | $11,176 | +11.8% | 155 | 0.0% | 0.00% | – |
| Q3 2022 | $10,000 | -9.1% | 155 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 155 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | -7.7% | 155 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | -94.0% | 155 | -94.7% | 0.00% | – |
| Q3 2021 | $216,000 | -41.6% | 2,935 | -41.6% | 0.00% | – |
| Q2 2021 | $370,000 | +137.2% | 5,025 | +123.8% | 0.00% | – |
| Q1 2021 | $156,000 | +2.0% | 2,245 | 0.0% | 0.00% | – |
| Q4 2020 | $153,000 | +15.0% | 2,245 | +7.4% | 0.00% | – |
| Q3 2020 | $133,000 | -2.2% | 2,090 | -6.7% | 0.00% | – |
| Q2 2020 | $136,000 | +1600.0% | 2,240 | +1393.3% | 0.00% | – |
| Q1 2020 | $8,000 | +100.0% | 150 | +114.3% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | -99.9% | 70 | -99.9% | 0.00% | -100.0% |
| Q2 2019 | $7,466,000 | +41377.8% | 120,961 | +37938.1% | 0.00% | – |
| Q1 2019 | $18,000 | -98.0% | 318 | -98.1% | 0.00% | -100.0% |
| Q4 2018 | $888,000 | -54.6% | 16,967 | -50.6% | 0.00% | 0.0% |
| Q3 2018 | $1,957,000 | +11411.8% | 34,318 | +10691.8% | 0.00% | – |
| Q2 2018 | $17,000 | -99.3% | 318 | -99.3% | 0.00% | -100.0% |
| Q1 2018 | $2,528,000 | +86.4% | 48,694 | +45.3% | 0.00% | 0.0% |
| Q4 2014 | $1,356,000 | +252.2% | 33,515 | +227.6% | 0.00% | – |
| Q3 2014 | $385,000 | +7.2% | 10,230 | +5.9% | 0.00% | – |
| Q2 2014 | $359,000 | -92.0% | 9,663 | -92.3% | 0.00% | -100.0% |
| Q4 2013 | $4,468,000 | +6.8% | 125,875 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $4,183,000 | – | 125,875 | – | 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% |