ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 116 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $250,000 | -98.7% | 3,400 | -98.8% | 0.00% | -100.0% |
| Q4 2020 | $19,013,000 | +6.5% | 280,092 | 0.0% | 0.01% | -18.2% |
| Q3 2020 | $17,850,000 | +5.1% | 280,092 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $16,982,000 | +11.3% | 280,092 | -0.9% | 0.01% | -7.7% |
| Q1 2020 | $15,260,000 | +184.6% | 282,546 | +245.7% | 0.01% | +225.0% |
| Q4 2019 | $5,361,000 | +1445.0% | 81,725 | +1150.8% | 0.00% | – |
| Q2 2018 | $347,000 | -3.1% | 6,534 | -5.3% | 0.00% | – |
| Q1 2018 | $358,000 | -77.9% | 6,900 | -77.5% | 0.00% | -100.0% |
| Q4 2017 | $1,617,000 | -26.3% | 30,643 | -29.7% | 0.00% | -50.0% |
| Q3 2017 | $2,195,000 | +398.9% | 43,604 | +347.7% | 0.00% | – |
| Q4 2016 | $440,000 | -10.8% | 9,740 | -10.2% | 0.00% | – |
| Q3 2016 | $493,000 | +9.6% | 10,852 | +11.4% | 0.00% | – |
| Q2 2016 | $450,000 | -63.0% | 9,741 | -66.5% | 0.00% | -100.0% |
| Q4 2015 | $1,216,000 | +35.4% | 29,077 | +28.1% | 0.00% | 0.0% |
| Q3 2015 | $898,000 | +221.9% | 22,694 | +235.4% | 0.00% | – |
| Q1 2015 | $279,000 | -81.0% | 6,766 | -81.4% | 0.00% | -100.0% |
| Q4 2014 | $1,472,000 | +587.9% | 36,357 | +531.6% | 0.00% | – |
| Q2 2014 | $214,000 | -94.1% | 5,756 | -94.3% | 0.00% | -100.0% |
| Q4 2013 | $3,605,000 | -34.4% | 101,541 | -38.6% | 0.00% | -40.0% |
| Q3 2013 | $5,498,000 | +1789.3% | 165,444 | +1753.7% | 0.01% | – |
| Q2 2013 | $291,000 | – | 8,925 | – | 0.00% | – |
Download | ||||||
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% |