ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 279 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.27 and the average weighting 1.9%.
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% | – |
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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% |