ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
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% | – |
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% |