ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 366 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $782,000 | +24.5% | 12,660 | +7.3% | 0.05% | +64.3% |
| Q2 2018 | $628,000 | -76.1% | 11,800 | -76.7% | 0.03% | -80.3% |
| Q1 2018 | $2,631,000 | +2.0% | 50,673 | -1.1% | 0.14% | +10.9% |
| Q3 2017 | $2,579,000 | +82.6% | 51,229 | +64.8% | 0.13% | -47.1% |
| Q3 2016 | $1,412,000 | +513.9% | 31,086 | +466.1% | 0.24% | +633.3% |
| Q4 2015 | $230,000 | -71.4% | 5,491 | -72.4% | 0.03% | -54.2% |
| Q2 2015 | $803,000 | +1.0% | 19,924 | -5.5% | 0.07% | -15.3% |
| Q3 2014 | $795,000 | -27.9% | 21,093 | -28.8% | 0.08% | -41.0% |
| Q2 2014 | $1,103,000 | -8.3% | 29,632 | -12.5% | 0.14% | +20.0% |
| Q4 2013 | $1,203,000 | +6.9% | 33,877 | -1.9% | 0.12% | +11.1% |
| Q2 2013 | $1,125,000 | – | 34,537 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 1,651,500 | $112,054,000 | 56.30% |
| Financial Advisors, LLC | 912,739 | $61,957,000 | 27.53% |
| Personal Wealth Partners | 825,808 | $56,056,000 | 26.21% |
| Syverson Strege & Co | 399,620 | $27,126,000 | 25.89% |
| Sanford Advisory Services, LLC | 1,149,482 | $78,022,000 | 24.92% |
| ACT Advisors, LLC. | 397,566 | $26,987,000 | 24.46% |
| Cassia Capital Partners, LLC | 362,961 | $24,638,000 | 23.80% |
| Legacy Financial Advisors, Inc. | 1,238,301 | $84,055,000 | 23.76% |
| Wells Financial Advisors INC | 408,991 | $27,762,000 | 23.73% |
| Monterey Private Wealth, Inc. | 594,873 | $40,380,000 | 23.28% |