ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 334 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $120,907,000 | +16.3% | 2,673,741 | +16.9% | 0.14% | +9.4% |
| Q3 2016 | $103,933,000 | +200.2% | 2,287,769 | +205.3% | 0.13% | +190.9% |
| Q2 2016 | $34,626,000 | +142.0% | 749,328 | +130.0% | 0.04% | +131.6% |
| Q1 2016 | $14,310,000 | +56.1% | 325,750 | +48.6% | 0.02% | +58.3% |
| Q4 2015 | $9,169,000 | +79.5% | 219,240 | +69.9% | 0.01% | +71.4% |
| Q3 2015 | $5,108,000 | +76.6% | 129,013 | +79.9% | 0.01% | +75.0% |
| Q2 2015 | $2,892,000 | +27.3% | 71,714 | +30.3% | 0.00% | +33.3% |
| Q1 2015 | $2,272,000 | +60.3% | 55,057 | +57.2% | 0.00% | +50.0% |
| Q4 2014 | $1,417,000 | +46.8% | 35,013 | +36.7% | 0.00% | +100.0% |
| Q3 2014 | $965,000 | -10.1% | 25,618 | -11.2% | 0.00% | 0.0% |
| Q2 2014 | $1,074,000 | +3.3% | 28,848 | 0.0% | 0.00% | -50.0% |
| Q1 2014 | $1,040,000 | +31.3% | 28,848 | +29.3% | 0.00% | +100.0% |
| Q4 2013 | $792,000 | +6.7% | 22,317 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $742,000 | – | 22,317 | – | 0.00% | – |
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% |