ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 334 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $46,825,000 | -0.5% | 1,035,494 | 0.0% | 0.02% | -8.3% |
| Q3 2016 | $47,042,000 | -1.7% | 1,035,494 | 0.0% | 0.02% | -4.0% |
| Q2 2016 | $47,850,000 | +5.2% | 1,035,494 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $45,489,000 | +5.0% | 1,035,494 | 0.0% | 0.02% | +4.2% |
| Q4 2015 | $43,304,000 | -3.2% | 1,035,494 | -8.3% | 0.02% | -7.7% |
| Q3 2015 | $44,723,000 | -1.8% | 1,129,649 | 0.0% | 0.03% | +4.0% |
| Q2 2015 | $45,547,000 | -43.9% | 1,129,649 | -42.6% | 0.02% | -43.2% |
| Q1 2015 | $81,195,000 | +66.0% | 1,967,904 | +62.9% | 0.04% | +69.2% |
| Q4 2014 | $48,899,000 | +2.3% | 1,207,989 | -4.8% | 0.03% | -7.1% |
| Q3 2014 | $47,821,000 | +1.2% | 1,269,144 | 0.0% | 0.03% | +3.7% |
| Q2 2014 | $47,238,000 | +7.7% | 1,269,144 | +4.4% | 0.03% | 0.0% |
| Q1 2014 | $43,843,000 | +1.5% | 1,216,162 | 0.0% | 0.03% | -3.6% |
| Q4 2013 | $43,174,000 | +6.8% | 1,216,162 | 0.0% | 0.03% | +3.7% |
| Q3 2013 | $40,415,000 | +2.0% | 1,216,162 | 0.0% | 0.03% | -10.0% |
| Q2 2013 | $39,610,000 | – | 1,216,162 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
| Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
| Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
| Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
| Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
| Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
| Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
| Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
| Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |