ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 452 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.90 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,331 | -32.2% | 32,199 | -30.4% | 0.32% | -29.4% |
Q2 2023 | $3,439 | -52.1% | 46,256 | -53.1% | 0.45% | -53.0% |
Q1 2023 | $7,176 | +101.2% | 98,653 | +99.4% | 0.95% | +86.6% |
Q4 2022 | $3,567 | -99.9% | 49,472 | -17.8% | 0.51% | -13.3% |
Q3 2022 | $3,977,000 | +2.2% | 60,165 | +8.6% | 0.59% | +6.4% |
Q2 2022 | $3,891,000 | +389000.0% | 55,410 | +5540900.0% | 0.55% | – |
Q4 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
Q3 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
Q2 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
Q1 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
Q4 2016 | $1,000 | -66.7% | 1 | -98.1% | 0.00% | – |
Q3 2016 | $3,000 | 0.0% | 53 | 0.0% | 0.00% | – |
Q2 2016 | $3,000 | +200.0% | 53 | +5200.0% | 0.00% | – |
Q3 2015 | $1,000 | -75.0% | 1 | -98.9% | 0.00% | – |
Q2 2015 | $4,000 | 0.0% | 89 | -2.2% | 0.00% | – |
Q1 2015 | $4,000 | 0.0% | 91 | +1.1% | 0.00% | – |
Q4 2014 | $4,000 | 0.0% | 90 | -14.3% | 0.00% | – |
Q3 2014 | $4,000 | -99.7% | 105 | -99.7% | 0.00% | -100.0% |
Q2 2014 | $1,328,000 | -3.0% | 35,670 | -6.0% | 0.12% | -14.7% |
Q1 2014 | $1,369,000 | +11.6% | 37,966 | +9.8% | 0.14% | +2.3% |
Q4 2013 | $1,227,000 | -28.5% | 34,563 | -33.1% | 0.13% | -40.4% |
Q3 2013 | $1,717,000 | -55.8% | 51,658 | -56.7% | 0.22% | -64.9% |
Q2 2013 | $3,888,000 | – | 119,357 | – | 0.64% | – |
Download |
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% |