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 2023 | $210,291 | -19.1% | 2,891 | -10.0% | 0.00% | 0.0% |
| Q4 2021 | $260,000 | +10.2% | 3,211 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $236,000 | -0.4% | 3,211 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $237,000 | +6.3% | 3,211 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $223,000 | -18.3% | 3,211 | -20.1% | 0.00% | -33.3% |
| Q4 2020 | $273,000 | +33.8% | 4,017 | +25.1% | 0.01% | +20.0% |
| Q3 2020 | $204,000 | +316.3% | 3,211 | +212.4% | 0.01% | +150.0% |
| Q1 2017 | $49,000 | +6.5% | 1,028 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $46,000 | -2.1% | 1,028 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $47,000 | -2.1% | 1,028 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $48,000 | +6.7% | 1,028 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $45,000 | -68.5% | 1,028 | -70.0% | 0.00% | -71.4% |
| Q4 2015 | $143,000 | +5.1% | 3,428 | 0.0% | 0.01% | +16.7% |
| Q3 2015 | $136,000 | – | 3,428 | – | 0.01% | – |
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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% |