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 | ||||
---|---|---|---|---|---|---|
Q3 2019 | $428,000 | -96.8% | 6,659 | -96.9% | 0.87% | -93.1% |
Q2 2019 | $13,439,000 | +11.9% | 213,577 | +4.6% | 12.73% | +30.8% |
Q1 2019 | $12,007,000 | +0.4% | 204,100 | -10.6% | 9.73% | -17.8% |
Q4 2018 | $11,958,000 | -3.5% | 228,201 | +5.0% | 11.84% | +11.4% |
Q3 2018 | $12,388,000 | +24.3% | 217,299 | +16.1% | 10.64% | +0.6% |
Q2 2018 | $9,965,000 | +8.9% | 187,190 | +6.2% | 10.58% | +19.7% |
Q1 2018 | $9,150,000 | +1.7% | 176,267 | +4.7% | 8.84% | +8.8% |
Q4 2017 | $8,997,000 | – | 168,331 | – | 8.12% | – |
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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% |