ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 112 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $19,966,000 | -8.9% | 313,285 | -13.3% | 0.00% | -20.0% |
| Q2 2020 | $21,918,000 | +2.2% | 361,500 | -9.0% | 0.01% | -16.7% |
| Q1 2020 | $21,450,000 | -42.8% | 397,156 | -34.6% | 0.01% | -25.0% |
| Q2 2019 | $37,489,000 | +5.0% | 607,300 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $35,709,000 | +70.2% | 607,300 | +51.7% | 0.01% | +60.0% |
| Q4 2018 | $20,981,000 | +15.1% | 400,400 | -13.0% | 0.01% | 0.0% |
| Q3 2015 | $18,226,000 | -60.9% | 460,360 | -60.2% | 0.01% | -58.3% |
| Q2 2015 | $46,650,000 | +1625.9% | 1,156,994 | +1666.2% | 0.01% | +1100.0% |
| Q1 2015 | $2,703,000 | -48.4% | 65,507 | -49.4% | 0.00% | 0.0% |
| Q4 2014 | $5,241,000 | +6.3% | 129,476 | -1.1% | 0.00% | 0.0% |
| Q3 2014 | $4,931,000 | +432.5% | 130,852 | +426.1% | 0.00% | – |
| Q2 2014 | $926,000 | – | 24,871 | – | 0.00% | – |
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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% |