ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 489 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,085,000 | -2.1% | 19,014 | -8.8% | 0.23% | -15.2% |
| Q2 2018 | $1,108,000 | -6.7% | 20,847 | -8.9% | 0.27% | -10.9% |
| Q1 2018 | $1,188,000 | +0.3% | 22,883 | +1.9% | 0.30% | +10.6% |
| Q4 2017 | $1,185,000 | -15.8% | 22,457 | -19.7% | 0.27% | -24.6% |
| Q3 2017 | $1,407,000 | +3.3% | 27,958 | +0.5% | 0.36% | -7.9% |
| Q2 2017 | $1,362,000 | +13.5% | 27,828 | +10.6% | 0.39% | -0.3% |
| Q1 2017 | $1,200,000 | +2.6% | 25,157 | -2.8% | 0.39% | -17.1% |
| Q4 2016 | $1,170,000 | – | 25,869 | – | 0.48% | – |
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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% |