ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $451,000 | +12.2% | 7,665 | 0.0% | 0.07% | +1.4% |
| Q4 2018 | $402,000 | -16.9% | 7,665 | -9.7% | 0.07% | -4.0% |
| Q3 2018 | $484,000 | +5.2% | 8,489 | -1.9% | 0.08% | +2.7% |
| Q2 2018 | $460,000 | +2.2% | 8,652 | 0.0% | 0.07% | +4.3% |
| Q1 2018 | $450,000 | -1.5% | 8,652 | 0.0% | 0.07% | +1.4% |
| Q4 2017 | $457,000 | +3.9% | 8,652 | -1.2% | 0.07% | +3.0% |
| Q3 2017 | $440,000 | -11.5% | 8,755 | -13.8% | 0.07% | -11.8% |
| Q2 2017 | $497,000 | -3.9% | 10,161 | -6.2% | 0.08% | -6.2% |
| Q1 2017 | $517,000 | +4.0% | 10,838 | -1.5% | 0.08% | +6.6% |
| Q4 2016 | $497,000 | +16.7% | 10,999 | +17.3% | 0.08% | +15.2% |
| Q3 2016 | $426,000 | +6.0% | 9,374 | -5.7% | 0.07% | +17.9% |
| Q4 2014 | $402,000 | +6.9% | 9,938 | -0.3% | 0.06% | +7.7% |
| Q3 2014 | $376,000 | +0.5% | 9,970 | -0.8% | 0.05% | +2.0% |
| Q2 2014 | $374,000 | -13.4% | 10,051 | -16.1% | 0.05% | -3.8% |
| Q1 2014 | $432,000 | +25.2% | 11,981 | +23.3% | 0.05% | +26.2% |
| Q4 2013 | $345,000 | +12.4% | 9,718 | +5.1% | 0.04% | +7.7% |
| Q3 2013 | $307,000 | – | 9,249 | – | 0.04% | – |
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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% |