ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |