ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 366 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $434,000 | -8.2% | 8,284 | 0.0% | 0.04% | +5.6% |
| Q3 2018 | $473,000 | +7.5% | 8,284 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $440,000 | +2.3% | 8,284 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $430,000 | -1.6% | 8,284 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $437,000 | +4.8% | 8,284 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $417,000 | +3.0% | 8,284 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $405,000 | -90.1% | 8,284 | -90.3% | 0.04% | -90.5% |
| Q1 2017 | $4,087,000 | -45.1% | 85,645 | -48.0% | 0.37% | -46.9% |
| Q4 2016 | $7,446,000 | -2.2% | 164,654 | -1.8% | 0.69% | -1.7% |
| Q3 2016 | $7,617,000 | – | 167,664 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 1,651,500 | $112,054,000 | 56.30% |
| Financial Advisors, LLC | 912,739 | $61,957,000 | 27.53% |
| Personal Wealth Partners | 825,808 | $56,056,000 | 26.21% |
| Syverson Strege & Co | 399,620 | $27,126,000 | 25.89% |
| Sanford Advisory Services, LLC | 1,149,482 | $78,022,000 | 24.92% |
| ACT Advisors, LLC. | 397,566 | $26,987,000 | 24.46% |
| Cassia Capital Partners, LLC | 362,961 | $24,638,000 | 23.80% |
| Legacy Financial Advisors, Inc. | 1,238,301 | $84,055,000 | 23.76% |
| Wells Financial Advisors INC | 408,991 | $27,762,000 | 23.73% |
| Monterey Private Wealth, Inc. | 594,873 | $40,380,000 | 23.28% |