ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 186 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $668,000 | -8.7% | 11,354 | -18.7% | 0.01% | -11.1% |
| Q4 2018 | $732,000 | -29.5% | 13,968 | -23.2% | 0.01% | -10.0% |
| Q3 2018 | $1,038,000 | +1.1% | 18,191 | -5.9% | 0.01% | -9.1% |
| Q2 2018 | $1,027,000 | +0.5% | 19,326 | -1.8% | 0.01% | 0.0% |
| Q1 2018 | $1,022,000 | -16.0% | 19,686 | -14.5% | 0.01% | -8.3% |
| Q4 2017 | $1,216,000 | -16.2% | 23,034 | -20.1% | 0.01% | -25.0% |
| Q3 2017 | $1,451,000 | +101.5% | 28,828 | +96.0% | 0.02% | +100.0% |
| Q2 2017 | $720,000 | +1.4% | 14,707 | -1.3% | 0.01% | 0.0% |
| Q1 2017 | $710,000 | -4.3% | 14,894 | -9.3% | 0.01% | -11.1% |
| Q4 2016 | $742,000 | -28.2% | 16,424 | -27.9% | 0.01% | -25.0% |
| Q3 2016 | $1,034,000 | +67.0% | 22,773 | +70.1% | 0.01% | +71.4% |
| Q2 2016 | $619,000 | +6.9% | 13,390 | +1.4% | 0.01% | 0.0% |
| Q1 2016 | $579,000 | +67.3% | 13,206 | +59.6% | 0.01% | +75.0% |
| Q4 2015 | $346,000 | +861.1% | 8,273 | +818.2% | 0.00% | – |
| Q3 2015 | $36,000 | – | 901 | – | 0.00% | – |
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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% |