ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 171 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $21,318,000 | +10.9% | 362,553 | -1.2% | 3.34% | +1.1% |
Q4 2018 | $19,220,000 | -4.1% | 366,800 | +4.4% | 3.30% | +16.0% |
Q3 2018 | $20,050,000 | +9.2% | 351,500 | +1.8% | 2.84% | +5.6% |
Q2 2018 | $18,353,000 | +4.3% | 345,238 | +1.9% | 2.69% | +3.8% |
Q1 2018 | $17,600,000 | -0.8% | 338,922 | +0.8% | 2.60% | +1.7% |
Q4 2017 | $17,746,000 | +4.2% | 336,235 | -0.6% | 2.55% | +2.0% |
Q3 2017 | $17,028,000 | +3.1% | 338,262 | +0.2% | 2.50% | -0.4% |
Q2 2017 | $16,515,000 | +5.2% | 337,531 | +2.6% | 2.51% | +1.3% |
Q1 2017 | $15,700,000 | +11.5% | 329,000 | +5.7% | 2.48% | +4.5% |
Q4 2016 | $14,081,000 | +1.4% | 311,383 | +1.9% | 2.37% | +1.8% |
Q3 2016 | $13,883,000 | -4.3% | 305,587 | -2.7% | 2.33% | -7.5% |
Q2 2016 | $14,506,000 | +5.2% | 313,921 | +0.0% | 2.52% | -2.5% |
Q1 2016 | $13,788,000 | +6.7% | 313,863 | +1.6% | 2.59% | +2.7% |
Q4 2015 | $12,924,000 | +7.5% | 309,027 | +1.8% | 2.52% | +5.8% |
Q3 2015 | $12,017,000 | -29.7% | 303,538 | -28.4% | 2.38% | -26.9% |
Q2 2015 | $17,089,000 | -6.6% | 423,832 | -4.4% | 3.26% | -11.3% |
Q1 2015 | $18,297,000 | +4.8% | 443,455 | +2.8% | 3.67% | -2.4% |
Q4 2014 | $17,455,000 | – | 431,188 | – | 3.76% | – |
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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% |