ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 467 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $4,342,000 | -1.6% | 83,616 | 0.0% | 1.12% | -6.2% |
| Q4 2017 | $4,413,000 | +9.9% | 83,616 | +4.8% | 1.20% | +0.8% |
| Q3 2017 | $4,017,000 | +7.6% | 79,788 | +4.6% | 1.19% | +5.9% |
| Q2 2017 | $3,732,000 | +2.5% | 76,277 | 0.0% | 1.12% | -0.8% |
| Q1 2017 | $3,640,000 | +4.6% | 76,277 | -0.8% | 1.13% | -2.6% |
| Q4 2016 | $3,479,000 | +15.0% | 76,929 | +15.5% | 1.16% | +14.1% |
| Q3 2016 | $3,025,000 | – | 66,593 | – | 1.02% | – |
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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% |