ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 103 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2018 | $471,000 | -14.1% | 8,975 | -6.2% | 0.19% | +6.2% |
Q3 2018 | $548,000 | +4.6% | 9,564 | -2.5% | 0.18% | +0.6% |
Q2 2018 | $524,000 | -0.8% | 9,806 | -4.2% | 0.18% | +2.9% |
Q1 2018 | $528,000 | -11.7% | 10,240 | -9.6% | 0.17% | +1.8% |
Q4 2017 | $598,000 | +6.6% | 11,323 | +1.6% | 0.17% | +2.5% |
Q3 2017 | $561,000 | -23.7% | 11,145 | -25.8% | 0.16% | -23.8% |
Q2 2017 | $735,000 | +49.4% | 15,029 | +45.7% | 0.21% | +40.8% |
Q1 2017 | $492,000 | -7.7% | 10,313 | -12.6% | 0.15% | -12.1% |
Q4 2016 | $533,000 | -24.2% | 11,797 | -23.7% | 0.17% | -28.8% |
Q3 2016 | $703,000 | -6.3% | 15,468 | -4.8% | 0.24% | -8.6% |
Q2 2016 | $750,000 | +20.2% | 16,249 | +14.4% | 0.27% | +20.4% |
Q1 2016 | $624,000 | +0.3% | 14,201 | -4.6% | 0.22% | -47.8% |
Q4 2015 | $622,000 | +3.5% | 14,879 | -2.0% | 0.42% | -1.4% |
Q3 2015 | $601,000 | +55.3% | 15,188 | +58.3% | 0.43% | +232.6% |
Q2 2015 | $387,000 | +4200.0% | 9,597 | +4072.6% | 0.13% | +4200.0% |
Q4 2014 | $9,000 | -96.8% | 230 | -96.9% | 0.00% | -95.4% |
Q2 2014 | $279,000 | -59.3% | 7,505 | -60.6% | 0.06% | -21.7% |
Q1 2014 | $686,000 | – | 19,040 | – | 0.08% | – |
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% |