ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 366 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $8,056,000 | +5.8% | 130,508 | +0.7% | 5.50% | -0.6% |
| Q1 2019 | $7,617,000 | -20.3% | 129,546 | -29.0% | 5.54% | -27.0% |
| Q4 2018 | $9,556,000 | -6.5% | 182,361 | +1.7% | 7.58% | +4.0% |
| Q3 2018 | $10,223,000 | +9.7% | 179,228 | +2.3% | 7.29% | +0.5% |
| Q2 2018 | $9,317,000 | +1.6% | 175,267 | -0.8% | 7.25% | -8.5% |
| Q1 2018 | $9,174,000 | +1.4% | 176,664 | +3.1% | 7.93% | -4.6% |
| Q4 2017 | $9,045,000 | +5.2% | 171,369 | +0.4% | 8.30% | +4.5% |
| Q3 2017 | $8,595,000 | +3.5% | 170,730 | +0.6% | 7.95% | +0.7% |
| Q2 2017 | $8,304,000 | +3.7% | 169,710 | +1.1% | 7.89% | +7.2% |
| Q1 2017 | $8,010,000 | +20.6% | 167,845 | +14.3% | 7.36% | +27.6% |
| Q4 2016 | $6,643,000 | -43.5% | 146,905 | -43.2% | 5.77% | -44.1% |
| Q3 2016 | $11,749,000 | +2.2% | 258,615 | +4.0% | 10.31% | +1.4% |
| Q2 2016 | $11,491,000 | +9.2% | 248,660 | +3.8% | 10.17% | -2.5% |
| Q1 2016 | $10,526,000 | -9.3% | 239,605 | -13.7% | 10.42% | -2.0% |
| Q4 2015 | $11,605,000 | – | 277,490 | – | 10.63% | – |
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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% |