ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $812,000 | -7.2% | 15,499 | +1.0% | 0.38% | +4.1% |
| Q3 2018 | $875,000 | +3.2% | 15,340 | -3.8% | 0.36% | +0.6% |
| Q2 2018 | $848,000 | -24.8% | 15,953 | -26.5% | 0.36% | -23.1% |
| Q1 2018 | $1,127,000 | -1.6% | 21,707 | +0.1% | 0.47% | -1.9% |
| Q4 2017 | $1,145,000 | -1.0% | 21,694 | -5.5% | 0.48% | -5.0% |
| Q3 2017 | $1,156,000 | +12.5% | 22,966 | +9.3% | 0.50% | +8.4% |
| Q2 2017 | $1,028,000 | +94.3% | 21,017 | +89.7% | 0.46% | +85.9% |
| Q1 2017 | $529,000 | – | 11,080 | – | 0.25% | – |
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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% |