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 2023 | $12,730 | +0.9% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,618 | +57.7% | 175 | +25.0% | 0.00% | – |
| Q3 2019 | $8,000 | -79.5% | 140 | -78.1% | 0.00% | -100.0% |
| Q2 2019 | $39,000 | +5.4% | 640 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $37,000 | +12.1% | 640 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $33,000 | +43.5% | 640 | +56.1% | 0.00% | +100.0% |
| Q3 2018 | $23,000 | +9.5% | 410 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $21,000 | 0.0% | 410 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $21,000 | +425.0% | 410 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -80.0% | 410 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $20,000 | 0.0% | 410 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $20,000 | +5.3% | 410 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $19,000 | +5.6% | 410 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $18,000 | -5.3% | 410 | -5.7% | 0.00% | 0.0% |
| Q3 2016 | $19,000 | -84.3% | 435 | -83.4% | 0.00% | -87.5% |
| Q2 2016 | $121,000 | +1110.0% | 2,628 | +1018.3% | 0.01% | +700.0% |
| Q1 2016 | $10,000 | -9.1% | 235 | -17.5% | 0.00% | 0.0% |
| Q4 2015 | $11,000 | -15.4% | 285 | -14.9% | 0.00% | 0.0% |
| Q3 2015 | $13,000 | 0.0% | 335 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $13,000 | -23.5% | 335 | -19.3% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | +6.2% | 415 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $16,000 | – | 415 | – | 0.00% | – |
Download | ||||||
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% |