ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 334 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 1.3%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Advisors, LLC | 1,016,718 | $71,384,000 | 25.21% |
Cassia Capital Partners, LLC | 277,658 | $19,494,000 | 19.46% |
Halpern Financial, Inc. | 686,429 | $48,194,154 | 18.80% |
Legacy Financial Advisors, Inc. | 819,533 | $57,539,000 | 14.30% |
AGILIS PARTNERS LLC | 304,638 | $21,389,000 | 13.23% |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 113,006 | $7,934,000 | 12.73% |
Summit Wealth Group, LLC | 145,055 | $10,184,000 | 12.03% |
Sovereign Investment Advisors, LLC | 378,540 | $26,577,000 | 11.51% |
Tillar-Wenstrup Advisors, LLC | 312,012 | $21,906,000 | 10.96% |
Darrow Company, Inc. | 156,538 | $10,990,000 | 10.87% |