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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $5,440,000 | +8.0% | 117,727 | +2.7% | 0.90% | +69.6% |
| Q1 2016 | $5,035,000 | +2286.3% | 114,608 | +2175.3% | 0.53% | +2200.0% |
| Q4 2015 | $211,000 | -47.1% | 5,037 | -48.9% | 0.02% | -48.9% |
| Q4 2014 | $399,000 | +22.0% | 9,858 | +13.7% | 0.04% | +15.4% |
| Q3 2014 | $327,000 | +9.0% | 8,670 | +7.4% | 0.04% | +2.6% |
| Q2 2014 | $300,000 | +20.0% | 8,073 | +16.4% | 0.04% | +8.6% |
| Q1 2014 | $250,000 | -48.3% | 6,938 | -49.1% | 0.04% | -5.4% |
| Q4 2013 | $484,000 | – | 13,624 | – | 0.04% | – |
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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% |