ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 154 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $17,000 | +6.2% | 258 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | -46.7% | 257 | -49.8% | 0.00% | 0.0% |
| Q1 2019 | $30,000 | +130.8% | 512 | +100.8% | 0.00% | 0.0% |
| Q4 2018 | $13,000 | -64.9% | 255 | -61.3% | 0.00% | -60.0% |
| Q3 2018 | $37,000 | +8.8% | 659 | +0.5% | 0.01% | -16.7% |
| Q2 2018 | $34,000 | 0.0% | 656 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $34,000 | -99.9% | 656 | -99.9% | 0.01% | -99.9% |
| Q4 2017 | $25,470,000 | +5.3% | 482,578 | +0.5% | 4.18% | +0.3% |
| Q3 2017 | $24,178,000 | +4.3% | 480,312 | +1.4% | 4.17% | +0.5% |
| Q2 2017 | $23,185,000 | +3.5% | 473,844 | +1.0% | 4.15% | +1.0% |
| Q1 2017 | $22,397,000 | +6.9% | 469,047 | +1.2% | 4.11% | +2.3% |
| Q4 2016 | $20,954,000 | +2.1% | 463,381 | +2.6% | 4.02% | -1.6% |
| Q3 2016 | $20,523,000 | +3.0% | 451,770 | +4.8% | 4.08% | -7.3% |
| Q2 2016 | $19,922,000 | +12.1% | 431,134 | +6.5% | 4.40% | +6.0% |
| Q1 2016 | $17,775,000 | +22.6% | 404,640 | +16.7% | 4.16% | +19.6% |
| Q4 2015 | $14,504,000 | +6.1% | 346,836 | +0.5% | 3.47% | -7.5% |
| Q3 2015 | $13,665,000 | -1.9% | 345,168 | -0.1% | 3.76% | +2.6% |
| Q2 2015 | $13,930,000 | +1.3% | 345,499 | +3.7% | 3.66% | -1.2% |
| Q1 2015 | $13,748,000 | +1.4% | 333,210 | -0.5% | 3.71% | -8.2% |
| Q4 2014 | $13,553,000 | +6.7% | 334,830 | -0.7% | 4.04% | +5.7% |
| Q3 2014 | $12,703,000 | +1.6% | 337,133 | +0.3% | 3.82% | -18.6% |
| Q2 2014 | $12,504,000 | +2.3% | 335,970 | -0.9% | 4.69% | -1.0% |
| Q1 2014 | $12,223,000 | +1.4% | 339,082 | -0.2% | 4.74% | +1.5% |
| Q4 2013 | $12,057,000 | +9.0% | 339,659 | +2.0% | 4.67% | +1.0% |
| Q3 2013 | $11,062,000 | +6.2% | 332,900 | +4.1% | 4.62% | -0.5% |
| Q2 2013 | $10,416,000 | – | 319,809 | – | 4.65% | – |
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% |