ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 334 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $2,567,000 | +7.4% | 48,735 | +2.9% | 0.43% | -9.6% |
Q3 2017 | $2,391,000 | +25.2% | 47,373 | +21.5% | 0.48% | -0.4% |
Q2 2017 | $1,910,000 | +202.2% | 39,002 | +192.7% | 0.48% | +93.9% |
Q1 2017 | $632,000 | +27.4% | 13,324 | +21.9% | 0.25% | -32.1% |
Q4 2016 | $496,000 | – | 10,933 | – | 0.36% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Advisors, LLC | 1,092,633 | $91,737,429 | 18.76% |
GRAYHAWK INVESTMENT STRATEGIES INC. | 42,164 | $3,540,089 | 16.12% |
Cassia Capital Partners, LLC | 238,264 | $20,004,682 | 13.19% |
Sovereign Investment Advisors, LLC | 323,837 | $25,269,037 | 9.42% |
Lowe Wealth Advisors, LLC | 231,723 | $19,455,503 | 8.86% |
Teilinger Capital Ltd. | 241,000 | $20,234,360 | 8.82% |
IRONWOOD WEALTH MANAGEMENT, INC. | 201,331 | $17,117,162 | 8.66% |
Halpern Financial, Inc. | 374,389 | $31,433,719 | 8.64% |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 72,630 | $6,098,025 | 8.30% |
Adaptive Financial Consulting, LLC | 226,332 | $19,002,822 | 8.24% |