ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 452 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.90 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $3,168,000 | +23.8% | 61,009 | +25.8% | 2.04% | +28.7% |
| Q4 2017 | $2,560,000 | -46.8% | 48,512 | -49.2% | 1.59% | -50.1% |
| Q3 2017 | $4,810,000 | +13.5% | 95,558 | +10.3% | 3.18% | +9.9% |
| Q2 2017 | $4,237,000 | +5.0% | 86,609 | +2.4% | 2.89% | -1.4% |
| Q1 2017 | $4,035,000 | -24.9% | 84,571 | -28.9% | 2.94% | -34.8% |
| Q4 2016 | $5,376,000 | +25.1% | 118,906 | +25.7% | 4.50% | +38.1% |
| Q3 2016 | $4,296,000 | -1.2% | 94,567 | +0.5% | 3.26% | -9.1% |
| Q2 2016 | $4,349,000 | +1.4% | 94,132 | -3.6% | 3.59% | -10.5% |
| Q1 2016 | $4,288,000 | +623.1% | 97,621 | +587.8% | 4.01% | +609.9% |
| Q4 2015 | $593,000 | – | 14,194 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |