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% | – |
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% |