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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $334,000 | +7.7% | 8,240 | 0.0% | 0.12% | +3.5% |
| Q3 2014 | $310,000 | +1.0% | 8,240 | 0.0% | 0.12% | +1.8% |
| Q2 2014 | $307,000 | -0.3% | 8,240 | -3.5% | 0.11% | -4.2% |
| Q1 2014 | $308,000 | +2.7% | 8,540 | +1.2% | 0.12% | 0.0% |
| Q4 2013 | $300,000 | -26.3% | 8,440 | -31.0% | 0.12% | -31.8% |
| Q3 2013 | $407,000 | +19.7% | 12,240 | +17.2% | 0.17% | +20.1% |
| Q2 2013 | $340,000 | – | 10,440 | – | 0.14% | – |
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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% |