ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 147 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,552,000 | +11.3% | 38,333 | +3.5% | 0.03% | +3.8% |
| Q3 2014 | $1,394,000 | -21.0% | 37,023 | -21.8% | 0.03% | -18.8% |
| Q2 2014 | $1,765,000 | +0.4% | 47,370 | -2.8% | 0.03% | -5.9% |
| Q1 2014 | $1,758,000 | +2.0% | 48,757 | +0.5% | 0.03% | +21.4% |
| Q4 2013 | $1,724,000 | +112.3% | 48,523 | +98.5% | 0.03% | +86.7% |
| Q3 2013 | $812,000 | +134.0% | 24,439 | +129.9% | 0.02% | +114.3% |
| Q2 2013 | $347,000 | – | 10,628 | – | 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% |