ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 103 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $31,317,000 | -22.6% | 692,538 | -22.2% | 1.02% | -26.5% |
| Q3 2016 | $40,450,000 | +16.0% | 890,390 | +18.0% | 1.39% | +10.9% |
| Q2 2016 | $34,867,000 | +67.9% | 754,538 | +59.7% | 1.25% | +43.6% |
| Q1 2016 | $20,761,000 | +102.3% | 472,589 | +92.5% | 0.87% | +86.9% |
| Q4 2015 | $10,265,000 | +102.9% | 245,464 | +92.1% | 0.47% | +17.7% |
| Q3 2015 | $5,059,000 | +3.8% | 127,779 | +5.7% | 0.40% | +14.5% |
| Q2 2015 | $4,872,000 | +15.9% | 120,835 | +18.6% | 0.35% | +17.7% |
| Q1 2015 | $4,205,000 | +65.0% | 101,919 | +61.9% | 0.29% | +6.5% |
| Q4 2014 | $2,548,000 | +123.9% | 62,957 | +108.5% | 0.28% | +101.5% |
| Q3 2014 | $1,138,000 | +23.3% | 30,202 | +21.7% | 0.14% | +11.4% |
| Q2 2014 | $923,000 | -44.3% | 24,807 | -46.1% | 0.12% | +2.5% |
| Q1 2014 | $1,658,000 | +72.3% | 46,016 | +69.8% | 0.12% | -18.4% |
| Q4 2013 | $962,000 | +24.6% | 27,101 | +16.7% | 0.15% | +8.9% |
| Q3 2013 | $772,000 | -12.0% | 23,230 | -13.8% | 0.14% | -23.3% |
| Q2 2013 | $877,000 | – | 26,937 | – | 0.18% | – |
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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% |