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 | ||||
---|---|---|---|---|---|---|
Q3 2017 | $92,300,000 | +8.8% | 1,833,533 | +5.8% | 0.55% | +2.4% |
Q2 2017 | $84,832,000 | +10.9% | 1,733,738 | +8.1% | 0.54% | +5.3% |
Q1 2017 | $76,517,000 | -5.3% | 1,603,462 | -10.2% | 0.51% | -14.2% |
Q4 2016 | $80,772,000 | -30.5% | 1,786,191 | -30.2% | 0.60% | -35.3% |
Q3 2016 | $116,301,000 | +7.1% | 2,560,014 | +8.9% | 0.92% | +0.8% |
Q2 2016 | $108,623,000 | +38.9% | 2,350,642 | +32.0% | 0.92% | +31.4% |
Q1 2016 | $78,210,000 | +145.9% | 1,780,323 | +134.1% | 0.70% | +131.6% |
Q4 2015 | $31,806,000 | +28.6% | 760,537 | +21.7% | 0.30% | +15.8% |
Q3 2015 | $24,741,000 | -14.7% | 624,931 | -13.1% | 0.26% | -9.7% |
Q2 2015 | $29,000,000 | +27.0% | 719,235 | +30.0% | 0.29% | +21.5% |
Q1 2015 | $22,832,000 | +431.2% | 553,374 | +421.2% | 0.24% | +393.8% |
Q4 2014 | $4,298,000 | +89.4% | 106,167 | +76.3% | 0.05% | +71.4% |
Q3 2014 | $2,269,000 | +24.1% | 60,210 | +22.6% | 0.03% | +27.3% |
Q2 2014 | $1,829,000 | +0.4% | 49,128 | -2.7% | 0.02% | -12.0% |
Q1 2014 | $1,821,000 | -69.7% | 50,516 | -70.2% | 0.02% | -71.3% |
Q4 2013 | $6,015,000 | +69.6% | 169,449 | +58.8% | 0.09% | +50.0% |
Q3 2013 | $3,546,000 | +169.0% | 106,715 | +163.7% | 0.06% | +152.2% |
Q2 2013 | $1,318,000 | – | 40,473 | – | 0.02% | – |
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% |