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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $77,435 | -65.9% | 1,074 | -69.1% | 0.01% | -52.4% |
Q4 2019 | $227,000 | -93.8% | 3,471 | -95.0% | 0.02% | -96.4% |
Q4 2018 | $3,634,000 | -10.5% | 69,337 | -2.6% | 0.58% | 0.0% |
Q3 2018 | $4,062,000 | +8.1% | 71,219 | +0.7% | 0.58% | 0.0% |
Q2 2018 | $3,758,000 | +2.1% | 70,690 | -0.3% | 0.58% | +1.8% |
Q1 2018 | $3,681,000 | +6.0% | 70,886 | +7.7% | 0.57% | +3.8% |
Q4 2017 | $3,473,000 | +4.3% | 65,814 | -0.5% | 0.55% | -1.6% |
Q3 2017 | $3,330,000 | +10.9% | 66,152 | +7.7% | 0.56% | -3.5% |
Q2 2017 | $3,004,000 | +7.0% | 61,395 | +4.3% | 0.58% | -8.5% |
Q1 2017 | $2,808,000 | -26.1% | 58,848 | -30.0% | 0.63% | -34.1% |
Q4 2016 | $3,800,000 | +0.7% | 84,017 | +1.1% | 0.96% | -0.7% |
Q3 2016 | $3,775,000 | -3.1% | 83,088 | -1.5% | 0.97% | -8.5% |
Q2 2016 | $3,897,000 | +7.2% | 84,328 | +1.9% | 1.06% | +2.8% |
Q1 2016 | $3,635,000 | +5.4% | 82,752 | +0.3% | 1.03% | +0.3% |
Q4 2015 | $3,449,000 | +2.3% | 82,464 | -3.2% | 1.03% | -1.8% |
Q3 2015 | $3,372,000 | -8.5% | 85,168 | -6.8% | 1.04% | +9.4% |
Q2 2015 | $3,685,000 | +2.5% | 91,389 | +4.9% | 0.96% | -12.3% |
Q1 2015 | $3,594,000 | +18.0% | 87,101 | +15.7% | 1.09% | +14.3% |
Q4 2014 | $3,046,000 | +9.7% | 75,251 | +2.1% | 0.95% | +5.8% |
Q3 2014 | $2,777,000 | +5.7% | 73,702 | +4.4% | 0.90% | 0.0% |
Q2 2014 | $2,628,000 | +15.8% | 70,600 | +12.2% | 0.90% | +0.4% |
Q1 2014 | $2,269,000 | -7.3% | 62,927 | -8.8% | 0.90% | -10.5% |
Q4 2013 | $2,449,000 | +7.3% | 68,993 | +0.4% | 1.00% | +7.3% |
Q3 2013 | $2,283,000 | +18.2% | 68,687 | +15.9% | 0.93% | +2.9% |
Q2 2013 | $1,931,000 | – | 59,272 | – | 0.91% | – |
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% |