ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 453 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.90 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $8,148,000 | +5.3% | 127,118 | +1.4% | 0.43% | +3.1% |
Q2 2019 | $7,741,000 | +6.1% | 125,409 | +1.1% | 0.41% | +10.7% |
Q1 2019 | $7,296,000 | +13.0% | 124,083 | +0.7% | 0.37% | 0.0% |
Q4 2018 | $6,457,000 | +3049.8% | 123,232 | +3023.0% | 0.37% | +7360.0% |
Q1 2018 | $205,000 | -1.4% | 3,946 | 0.0% | 0.01% | +25.0% |
Q4 2017 | $208,000 | -64.5% | 3,946 | -69.6% | 0.00% | -71.4% |
Q4 2016 | $586,000 | +22.6% | 12,967 | +23.2% | 0.01% | +16.7% |
Q3 2016 | $478,000 | -1.4% | 10,521 | +0.3% | 0.01% | 0.0% |
Q2 2016 | $485,000 | +4.8% | 10,490 | -0.4% | 0.01% | +9.1% |
Q1 2016 | $463,000 | -47.5% | 10,531 | -50.1% | 0.01% | -47.6% |
Q4 2015 | $882,000 | -10.1% | 21,088 | -14.9% | 0.02% | -43.2% |
Q3 2015 | $981,000 | -18.8% | 24,774 | -17.3% | 0.04% | -26.0% |
Q2 2015 | $1,208,000 | -6.2% | 29,963 | -4.0% | 0.05% | -2.0% |
Q1 2015 | $1,288,000 | -12.2% | 31,222 | -13.9% | 0.05% | -17.7% |
Q4 2014 | $1,467,000 | -55.5% | 36,249 | -58.6% | 0.06% | -55.7% |
Q3 2014 | $3,296,000 | +1.3% | 87,474 | +0.0% | 0.14% | +0.7% |
Q2 2014 | $3,255,000 | +1.7% | 87,441 | -1.5% | 0.14% | -2.1% |
Q1 2014 | $3,201,000 | -4.0% | 88,787 | -5.4% | 0.14% | -10.7% |
Q4 2013 | $3,333,000 | +2.2% | 93,879 | -4.3% | 0.16% | -8.1% |
Q3 2013 | $3,260,000 | -30.0% | 98,096 | -31.3% | 0.17% | -22.8% |
Q2 2013 | $4,654,000 | – | 142,878 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shelter Ins Retirement Plan | 1,651,500 | $112,054,000 | 56.30% |
Financial Advisors, LLC | 912,739 | $61,957,000 | 27.53% |
Personal Wealth Partners | 825,808 | $56,056,000 | 26.21% |
Syverson Strege & Co | 399,620 | $27,126,000 | 25.89% |
Sanford Advisory Services, LLC | 1,149,482 | $78,022,000 | 24.92% |
ACT Advisors, LLC. | 397,566 | $26,987,000 | 24.46% |
Cassia Capital Partners, LLC | 362,961 | $24,638,000 | 23.80% |
Legacy Financial Advisors, Inc. | 1,238,301 | $84,055,000 | 23.76% |
Wells Financial Advisors INC | 408,991 | $27,762,000 | 23.73% |
Monterey Private Wealth, Inc. | 594,873 | $40,380,000 | 23.28% |