ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $71,835,000 | +2.3% | 1,163,700 | -2.5% | 0.18% | -1.1% |
| Q1 2019 | $70,192,000 | +2.9% | 1,193,740 | -8.3% | 0.18% | -8.6% |
| Q4 2018 | $68,211,000 | -10.5% | 1,301,740 | -2.6% | 0.20% | +3.7% |
| Q3 2018 | $76,221,000 | +955.4% | 1,336,270 | +883.0% | 0.19% | +905.3% |
| Q2 2018 | $7,222,000 | -55.8% | 135,940 | -56.8% | 0.02% | -56.8% |
| Q1 2018 | $16,329,000 | -13.4% | 314,380 | -11.9% | 0.04% | -15.4% |
| Q4 2017 | $18,848,000 | -19.0% | 357,030 | -22.8% | 0.05% | -23.5% |
| Q3 2017 | $23,281,000 | +2.9% | 462,470 | 0.0% | 0.07% | -1.4% |
| Q2 2017 | $22,629,000 | +2.5% | 462,470 | 0.0% | 0.07% | -1.4% |
| Q1 2017 | $22,069,000 | +21.3% | 462,470 | +14.9% | 0.07% | +14.8% |
| Q4 2016 | $18,200,000 | -68.0% | 402,470 | -67.8% | 0.06% | -68.4% |
| Q3 2016 | $56,841,000 | +11.7% | 1,251,170 | +13.6% | 0.19% | +6.0% |
| Q2 2016 | $50,890,000 | -34.6% | 1,101,270 | -37.9% | 0.18% | -35.2% |
| Q1 2016 | $77,863,000 | +4.2% | 1,772,440 | -0.8% | 0.28% | +5.6% |
| Q4 2015 | $74,732,000 | +8.4% | 1,787,000 | +2.7% | 0.27% | +3.1% |
| Q3 2015 | $68,918,000 | +92.3% | 1,740,800 | +95.8% | 0.26% | +106.4% |
| Q2 2015 | $35,840,000 | +11.0% | 888,900 | +13.6% | 0.12% | +10.6% |
| Q1 2015 | $32,278,000 | – | 782,300 | – | 0.11% | – |
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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% |