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 2019 | $35,977,000 | +19.4% | 611,862 | +6.4% | 0.55% | +4.9% |
| Q4 2018 | $30,130,000 | +195.8% | 575,001 | +222.0% | 0.53% | +235.7% |
| Q3 2018 | $10,185,000 | +343.8% | 178,562 | +313.7% | 0.16% | +292.5% |
| Q2 2018 | $2,295,000 | -52.5% | 43,165 | -53.6% | 0.04% | -53.5% |
| Q1 2018 | $4,832,000 | +83.2% | 93,047 | +77.5% | 0.09% | +68.6% |
| Q3 2017 | $2,638,000 | -17.5% | 52,408 | -19.9% | 0.05% | -20.3% |
| Q2 2017 | $3,199,000 | -0.1% | 65,390 | -2.6% | 0.06% | -3.0% |
| Q1 2017 | $3,202,000 | -12.3% | 67,110 | -16.9% | 0.07% | -16.5% |
| Q4 2016 | $3,650,000 | -19.6% | 80,710 | -19.3% | 0.08% | -25.5% |
| Q3 2016 | $4,542,000 | +7.8% | 99,984 | +9.7% | 0.11% | +6.0% |
| Q2 2016 | $4,213,000 | +7.0% | 91,168 | +1.7% | 0.10% | +4.2% |
| Q1 2016 | $3,939,000 | +15.2% | 89,670 | +9.7% | 0.10% | +10.3% |
| Q4 2015 | $3,420,000 | – | 81,775 | – | 0.09% | – |
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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% |