ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 186 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |