ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 296 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.40 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $753,000 | +5.0% | 17,138 | 0.0% | 0.39% | +11.2% |
| Q4 2015 | $717,000 | +7.7% | 17,138 | +1.8% | 0.35% | +10.4% |
| Q3 2015 | $666,000 | -16.1% | 16,831 | -14.5% | 0.32% | -4.0% |
| Q2 2015 | $794,000 | -13.3% | 19,690 | -11.3% | 0.33% | -15.2% |
| Q1 2015 | $916,000 | +38.2% | 22,197 | +35.4% | 0.39% | +40.1% |
| Q4 2014 | $663,000 | +1200.0% | 16,388 | +1113.9% | 0.28% | +1159.1% |
| Q3 2014 | $51,000 | +2.0% | 1,350 | 0.0% | 0.02% | +4.8% |
| Q2 2014 | $50,000 | +2.0% | 1,350 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $49,000 | +2.1% | 1,350 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $48,000 | – | 1,350 | – | 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% |