ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 116 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2018 | $283,000 | +57.2% | 5,454 | +59.8% | 0.02% | +69.2% |
Q4 2017 | $180,000 | -6.7% | 3,413 | -10.8% | 0.01% | 0.0% |
Q3 2017 | $193,000 | -44.7% | 3,825 | -46.3% | 0.01% | -40.9% |
Q2 2017 | $349,000 | -22.3% | 7,129 | -24.2% | 0.02% | -12.0% |
Q1 2017 | $449,000 | -37.2% | 9,402 | -40.5% | 0.02% | -34.2% |
Q4 2016 | $715,000 | -98.4% | 15,808 | -98.4% | 0.04% | -96.9% |
Q3 2016 | $44,676,000 | +1.3% | 983,407 | +3.0% | 1.24% | -6.6% |
Q2 2016 | $44,112,000 | +27.8% | 954,600 | +21.5% | 1.33% | +16.6% |
Q1 2016 | $34,526,000 | -3.2% | 785,931 | -7.8% | 1.14% | -2.7% |
Q4 2015 | $35,650,000 | +15.3% | 852,467 | +9.1% | 1.17% | +7.8% |
Q3 2015 | $30,930,000 | +1224.6% | 781,256 | +1280.8% | 1.08% | +1160.5% |
Q1 2015 | $2,335,000 | +107.6% | 56,581 | +103.6% | 0.09% | +115.0% |
Q4 2014 | $1,125,000 | +60.9% | 27,787 | +49.7% | 0.04% | +42.9% |
Q3 2014 | $699,000 | -42.4% | 18,559 | -43.0% | 0.03% | -46.2% |
Q2 2014 | $1,213,000 | +46.7% | 32,582 | +42.0% | 0.05% | +23.8% |
Q1 2014 | $827,000 | +265.9% | 22,946 | +259.8% | 0.04% | -65.0% |
Q4 2013 | $226,000 | – | 6,377 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Advisors, LLC | 1,092,633 | $91,737,429 | 18.76% |
GRAYHAWK INVESTMENT STRATEGIES INC. | 42,164 | $3,540,089 | 16.12% |
Cassia Capital Partners, LLC | 238,264 | $20,004,682 | 13.19% |
Sovereign Investment Advisors, LLC | 323,837 | $25,269,037 | 9.42% |
Lowe Wealth Advisors, LLC | 231,723 | $19,455,503 | 8.86% |
Teilinger Capital Ltd. | 241,000 | $20,234,360 | 8.82% |
IRONWOOD WEALTH MANAGEMENT, INC. | 201,331 | $17,117,162 | 8.66% |
Halpern Financial, Inc. | 374,389 | $31,433,719 | 8.64% |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 72,630 | $6,098,025 | 8.30% |
Adaptive Financial Consulting, LLC | 226,332 | $19,002,822 | 8.24% |