ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 467 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $7,755,000 | -30.5% | 143,589 | -15.6% | 1.93% | -0.5% |
| Q4 2019 | $11,163,000 | +4.5% | 170,167 | +2.1% | 1.94% | -8.4% |
| Q3 2019 | $10,679,000 | +3.2% | 166,592 | -0.7% | 2.12% | -4.0% |
| Q2 2019 | $10,352,000 | +4.2% | 167,702 | -0.7% | 2.21% | -0.8% |
| Q1 2019 | $9,934,000 | +11.7% | 168,945 | -0.4% | 2.22% | +18.2% |
| Q4 2018 | $8,894,000 | +59.5% | 169,634 | +74.3% | 1.88% | +15.7% |
| Q3 2018 | $5,575,000 | +5.0% | 97,298 | -2.1% | 1.63% | -3.4% |
| Q2 2018 | $5,311,000 | -99.9% | 99,371 | -22.4% | 1.68% | -40.0% |
| Q1 2018 | $6,651,392,000 | +93594.8% | 128,083 | -4.8% | 2.81% | +36.2% |
| Q4 2017 | $7,099,000 | +14.4% | 134,497 | +9.1% | 2.06% | +30.9% |
| Q3 2017 | $6,208,000 | +28.4% | 123,331 | +24.8% | 1.58% | +8.0% |
| Q2 2017 | $4,835,000 | -3.3% | 98,810 | -5.7% | 1.46% | +1.0% |
| Q1 2017 | $4,999,000 | +40.0% | 104,761 | +32.7% | 1.44% | +34.8% |
| Q4 2016 | $3,571,000 | – | 78,962 | – | 1.07% | – |
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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% |