ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 490 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 2019 | $1,944,000 | +2.3% | 30,331 | -1.4% | 1.41% | +1.9% |
| Q2 2019 | $1,900,000 | +5.1% | 30,775 | +0.1% | 1.38% | -1.8% |
| Q1 2019 | $1,808,000 | +17.1% | 30,742 | +4.3% | 1.41% | +1.2% |
| Q4 2018 | $1,544,000 | -7.0% | 29,472 | +1.2% | 1.39% | -16.6% |
| Q3 2018 | $1,661,000 | +88.1% | 29,115 | +75.3% | 1.67% | +48.8% |
| Q2 2018 | $883,000 | – | 16,608 | – | 1.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 1,092,633 | $91,737,429 | 18.76% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 42,164 | $3,540,089 | 16.12% |
| Cassia Capital Partners, LLC | 238,264 | $20,004,682 | 13.19% |
| Sovereign Investment Advisors, LLC | 323,837 | $25,269,037 | 9.42% |
| Lowe Wealth Advisors, LLC | 231,723 | $19,455,503 | 8.86% |
| Teilinger Capital Ltd. | 241,000 | $20,234,360 | 8.82% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 201,331 | $17,117,162 | 8.66% |
| Halpern Financial, Inc. | 374,389 | $31,433,719 | 8.64% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 72,630 | $6,098,025 | 8.30% |
| Adaptive Financial Consulting, LLC | 226,332 | $19,002,822 | 8.24% |