ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 468 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $698,000 | -39.1% | 10,560 | -41.0% | 0.11% | -70.9% |
| Q3 2019 | $1,147,000 | +54.8% | 17,900 | +49.2% | 0.38% | +40.5% |
| Q2 2019 | $741,000 | +128.7% | 11,999 | +118.0% | 0.27% | +136.0% |
| Q1 2019 | $324,000 | +1372.7% | 5,504 | +1201.2% | 0.11% | +776.9% |
| Q4 2017 | $22,000 | – | 423 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 1,287,051 | $42,771,000 | 13.87% |
| SIGNATUREFD, LLC | 663,884 | $22,062,000 | 9.44% |
| NOTTINGHAM ADVISORS, INC. | 753,566 | $25,042,000 | 9.13% |
| Carroll Financial Associates, Inc. | 573,968 | $19,074,000 | 7.19% |
| Drexel Morgan & Co. | 113,755 | $3,780,000 | 5.18% |
| ALLSTATE CORP | 3,803,459 | $126,199,000 | 4.90% |
| Evensky & Katz LLC | 332,900 | $11,062,000 | 4.62% |
| Legacy Private Trust Co. | 655,566 | $21,786,000 | 4.61% |
| HIGH POINT BANK & TRUST CO | 278,697 | $9,262,000 | 3.21% |
| COMERICA SECURITIES INC | 71,935 | $2,391,000 | 2.71% |