ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 171 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $357,000 | -91.0% | 7,845 | -91.0% | 0.08% | -83.1% |
| Q3 2016 | $3,950,000 | +12.4% | 87,177 | +9.0% | 0.48% | +2.1% |
| Q1 2016 | $3,515,000 | +66.5% | 80,003 | +58.4% | 0.47% | +66.7% |
| Q4 2015 | $2,111,000 | +34.4% | 50,503 | +27.2% | 0.28% | +32.4% |
| Q3 2015 | $1,571,000 | +136.6% | 39,693 | +141.2% | 0.21% | +147.7% |
| Q2 2015 | $664,000 | +227.1% | 16,456 | +184.9% | 0.09% | +244.0% |
| Q2 2014 | $203,000 | +1.0% | 5,777 | -0.0% | 0.02% | 0.0% |
| Q1 2014 | $201,000 | – | 5,778 | – | 0.02% | – |
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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% |