ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 279 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.27 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $620,000 | +32.2% | 12,673 | +29.1% | 0.01% | +37.5% |
| Q1 2017 | $469,000 | -6.6% | 9,819 | -11.6% | 0.01% | -20.0% |
| Q4 2016 | $502,000 | +42.2% | 11,108 | +43.1% | 0.01% | +42.9% |
| Q3 2016 | $353,000 | -9.5% | 7,761 | -8.1% | 0.01% | -12.5% |
| Q2 2016 | $390,000 | +59.8% | 8,445 | +52.3% | 0.01% | +60.0% |
| Q1 2016 | $244,000 | – | 5,545 | – | 0.01% | – |
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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% |