ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 359 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $843,000 | +1.8% | 12,191 | 0.0% | 0.09% | -2.1% |
Q4 2020 | $828,000 | +6.6% | 12,191 | 0.0% | 0.09% | -5.1% |
Q3 2020 | $777,000 | +5.1% | 12,191 | 0.0% | 0.10% | -2.0% |
Q2 2020 | $739,000 | +4.7% | 12,191 | -6.7% | 0.10% | -9.0% |
Q1 2020 | $706,000 | -11.8% | 13,067 | +7.2% | 0.11% | +7.8% |
Q4 2019 | $800,000 | +2.4% | 12,191 | 0.0% | 0.10% | -4.6% |
Q3 2019 | $781,000 | +195.8% | 12,191 | +132.4% | 0.11% | +163.4% |
Q3 2017 | $264,000 | -22.1% | 5,246 | -24.3% | 0.04% | -24.1% |
Q2 2017 | $339,000 | +27.4% | 6,934 | +24.3% | 0.05% | +22.7% |
Q1 2017 | $266,000 | -42.9% | 5,577 | -45.9% | 0.04% | -46.3% |
Q4 2016 | $466,000 | -5.7% | 10,309 | -5.1% | 0.08% | -8.9% |
Q3 2016 | $494,000 | -2.0% | 10,864 | -0.3% | 0.09% | -2.2% |
Q2 2016 | $504,000 | -8.7% | 10,898 | -13.3% | 0.09% | -12.4% |
Q1 2016 | $552,000 | +4.0% | 12,568 | -0.9% | 0.10% | +1.9% |
Q4 2015 | $531,000 | +21.0% | 12,688 | +14.3% | 0.10% | +14.4% |
Q3 2015 | $439,000 | -39.6% | 11,098 | -38.5% | 0.09% | -33.3% |
Q2 2015 | $727,000 | -10.0% | 18,043 | -7.9% | 0.14% | -10.0% |
Q1 2015 | $808,000 | +48.5% | 19,595 | +45.7% | 0.15% | +51.5% |
Q4 2014 | $544,000 | – | 13,445 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Advisors, LLC | 1,092,633 | $91,737,429 | 18.76% |
GRAYHAWK INVESTMENT STRATEGIES INC. | 42,164 | $3,540,089 | 16.12% |
Cassia Capital Partners, LLC | 238,264 | $20,004,682 | 13.19% |
Sovereign Investment Advisors, LLC | 323,837 | $25,269,037 | 9.42% |
Lowe Wealth Advisors, LLC | 231,723 | $19,455,503 | 8.86% |
Teilinger Capital Ltd. | 241,000 | $20,234,360 | 8.82% |
IRONWOOD WEALTH MANAGEMENT, INC. | 201,331 | $17,117,162 | 8.66% |
Halpern Financial, Inc. | 374,389 | $31,433,719 | 8.64% |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 72,630 | $6,098,025 | 8.30% |
Adaptive Financial Consulting, LLC | 226,332 | $19,002,822 | 8.24% |