ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 296 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.40 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $714,000 | -19.6% | 13,749 | -18.2% | 0.19% | -26.2% |
| Q4 2017 | $888,000 | +2.2% | 16,818 | -2.5% | 0.26% | -5.7% |
| Q3 2017 | $869,000 | +93.5% | 17,258 | +88.0% | 0.28% | +80.0% |
| Q2 2017 | $449,000 | -98.2% | 9,182 | -98.2% | 0.16% | -98.3% |
| Q1 2017 | $24,646,000 | +9.1% | 516,469 | +3.4% | 9.06% | +0.9% |
| Q4 2016 | $22,595,000 | -28.3% | 499,672 | -28.0% | 8.98% | -30.7% |
| Q3 2016 | $31,521,000 | -5.0% | 693,832 | -3.4% | 12.94% | -12.3% |
| Q2 2016 | $33,190,000 | +9.6% | 718,254 | +4.2% | 14.75% | +3.6% |
| Q1 2016 | $30,294,000 | +2246.6% | 689,596 | +2133.3% | 14.24% | +1851.2% |
| Q4 2015 | $1,291,000 | +3.2% | 30,878 | +877.2% | 0.73% | -9.5% |
| Q3 2015 | $1,251,000 | -32.5% | 3,160 | -92.9% | 0.81% | -21.7% |
| Q2 2015 | $1,853,000 | +49.7% | 44,344 | +47.7% | 1.03% | +43.1% |
| Q1 2015 | $1,238,000 | +19.5% | 30,015 | +17.3% | 0.72% | -6.1% |
| Q4 2014 | $1,036,000 | +5.2% | 25,589 | -2.1% | 0.77% | +4.6% |
| Q3 2014 | $985,000 | +47.0% | 26,150 | +45.4% | 0.73% | +47.5% |
| Q2 2014 | $670,000 | +199.1% | 17,989 | +190.0% | 0.50% | +177.7% |
| Q1 2014 | $224,000 | – | 6,204 | – | 0.18% | – |
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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% |