ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $13,390,000 | +46.5% | 255,390 | +60.1% | 1.77% | +65.1% |
| Q3 2018 | $9,141,000 | +5.7% | 159,553 | -1.4% | 1.07% | +2.4% |
| Q2 2018 | $8,647,000 | -0.1% | 161,777 | -3.0% | 1.05% | -3.5% |
| Q1 2018 | $8,659,000 | -4.0% | 166,742 | -2.4% | 1.09% | -4.4% |
| Q4 2017 | $9,017,000 | +9.0% | 170,847 | +4.0% | 1.14% | -0.8% |
| Q3 2017 | $8,272,000 | +13.4% | 164,255 | +10.2% | 1.14% | +5.6% |
| Q2 2017 | $7,295,000 | +8.2% | 149,027 | +5.5% | 1.08% | +2.1% |
| Q1 2017 | $6,740,000 | +249.4% | 141,235 | +196.4% | 1.06% | +123.6% |
| Q4 2016 | $1,929,000 | -88.1% | 47,657 | -86.7% | 0.48% | -85.1% |
| Q3 2016 | $16,226,000 | +14.3% | 357,160 | +16.3% | 3.18% | +5.8% |
| Q2 2016 | $14,190,000 | +110.5% | 307,071 | +100.1% | 3.01% | +3.5% |
| Q1 2016 | $6,741,000 | +149.9% | 153,458 | +137.8% | 2.90% | +155.9% |
| Q4 2015 | $2,698,000 | -7.3% | 64,520 | -12.2% | 1.14% | -22.6% |
| Q3 2015 | $2,909,000 | +41.1% | 73,478 | +43.8% | 1.47% | +63.9% |
| Q2 2015 | $2,061,000 | -3.4% | 51,108 | -1.2% | 0.90% | -9.5% |
| Q1 2015 | $2,134,000 | +10.6% | 51,712 | +8.5% | 0.99% | +67.3% |
| Q4 2014 | $1,929,000 | +7.5% | 47,657 | +0.1% | 0.59% | -49.1% |
| Q3 2014 | $1,795,000 | +3.5% | 47,625 | +2.2% | 1.16% | -26.2% |
| Q2 2014 | $1,734,000 | +3.2% | 46,591 | 0.0% | 1.57% | -1.3% |
| Q1 2014 | $1,680,000 | -13.1% | 46,591 | -14.5% | 1.59% | -18.9% |
| Q4 2013 | $1,933,000 | -19.2% | 54,463 | -24.3% | 1.97% | -27.5% |
| Q3 2013 | $2,391,000 | +5.1% | 71,935 | +2.9% | 2.71% | -12.5% |
| Q2 2013 | $2,276,000 | – | 69,885 | – | 3.10% | – |
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% |