ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 95 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2015 | $879,000 | +14.6% | 22,196 | +16.7% | 1.84% | +162.3% |
Q2 2015 | $767,000 | -1.4% | 19,021 | +0.9% | 0.70% | -3.2% |
Q1 2015 | $778,000 | +11.0% | 18,858 | +8.9% | 0.73% | -7.0% |
Q4 2014 | $701,000 | +25.4% | 17,317 | +16.8% | 0.78% | +12.5% |
Q3 2014 | $559,000 | +39.4% | 14,823 | +37.6% | 0.69% | +32.4% |
Q2 2014 | $401,000 | +25.3% | 10,771 | +21.3% | 0.52% | +11.7% |
Q1 2014 | $320,000 | +20.8% | 8,876 | +18.8% | 0.47% | +5.2% |
Q4 2013 | $265,000 | – | 7,471 | – | 0.45% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shelter Ins Retirement Plan | 1,651,500 | $112,054,000 | 56.30% |
Financial Advisors, LLC | 912,739 | $61,957,000 | 27.53% |
Personal Wealth Partners | 825,808 | $56,056,000 | 26.21% |
Syverson Strege & Co | 399,620 | $27,126,000 | 25.89% |
Sanford Advisory Services, LLC | 1,149,482 | $78,022,000 | 24.92% |
ACT Advisors, LLC. | 397,566 | $26,987,000 | 24.46% |
Cassia Capital Partners, LLC | 362,961 | $24,638,000 | 23.80% |
Legacy Financial Advisors, Inc. | 1,238,301 | $84,055,000 | 23.76% |
Wells Financial Advisors INC | 408,991 | $27,762,000 | 23.73% |
Monterey Private Wealth, Inc. | 594,873 | $40,380,000 | 23.28% |