ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 221 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.5%.
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% | – |
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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% |