ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 317 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.75 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $766,000 | +32.3% | 11,671 | +29.2% | 0.00% | +33.3% |
| Q3 2019 | $579,000 | -37.9% | 9,031 | -40.3% | 0.00% | -50.0% |
| Q2 2019 | $933,000 | +54.5% | 15,115 | +47.1% | 0.01% | +50.0% |
| Q1 2019 | $604,000 | -11.2% | 10,278 | -20.9% | 0.00% | -20.0% |
| Q4 2018 | $680,000 | +19.5% | 12,993 | +30.3% | 0.01% | +25.0% |
| Q3 2018 | $569,000 | -65.2% | 9,973 | -67.6% | 0.00% | -60.0% |
| Q2 2018 | $1,636,000 | +87.6% | 30,795 | +83.6% | 0.01% | +66.7% |
| Q1 2018 | $872,000 | +58.5% | 16,775 | +61.1% | 0.01% | +100.0% |
| Q4 2017 | $550,000 | +5.0% | 10,415 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $524,000 | +44.0% | 10,415 | +39.9% | 0.00% | 0.0% |
| Q2 2017 | $364,000 | -50.7% | 7,445 | -51.9% | 0.00% | -40.0% |
| Q1 2017 | $739,000 | +70.7% | 15,485 | +61.6% | 0.01% | +66.7% |
| Q4 2016 | $433,000 | -55.3% | 9,580 | -55.1% | 0.00% | -57.1% |
| Q3 2016 | $969,000 | +17.7% | 21,329 | +19.7% | 0.01% | +16.7% |
| Q2 2016 | $823,000 | +12.9% | 17,814 | +7.3% | 0.01% | +20.0% |
| Q1 2016 | $729,000 | +25.7% | 16,601 | +19.7% | 0.01% | 0.0% |
| Q4 2015 | $580,000 | +56.3% | 13,870 | +47.9% | 0.01% | +66.7% |
| Q3 2015 | $371,000 | -1.3% | 9,377 | +0.7% | 0.00% | 0.0% |
| Q2 2015 | $376,000 | -40.0% | 9,315 | -39.9% | 0.00% | -25.0% |
| Q4 2014 | $627,000 | -7.7% | 15,500 | -14.0% | 0.00% | 0.0% |
| Q3 2014 | $679,000 | +12.0% | 18,020 | +10.7% | 0.00% | +33.3% |
| Q2 2014 | $606,000 | -65.1% | 16,280 | -66.7% | 0.00% | -72.7% |
| Q4 2013 | $1,738,000 | +56.7% | 48,950 | +46.6% | 0.01% | +57.1% |
| Q3 2013 | $1,109,000 | +5.9% | 33,380 | +3.8% | 0.01% | 0.0% |
| Q2 2013 | $1,047,000 | – | 32,150 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 1,016,718 | $71,384,000 | 25.21% |
| Cassia Capital Partners, LLC | 277,658 | $19,494,000 | 19.46% |
| Halpern Financial, Inc. | 686,429 | $48,194,154 | 18.80% |
| Legacy Financial Advisors, Inc. | 819,533 | $57,539,000 | 14.30% |
| AGILIS PARTNERS LLC | 304,638 | $21,389,000 | 13.23% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 113,006 | $7,934,000 | 12.73% |
| Summit Wealth Group, LLC | 145,055 | $10,184,000 | 12.03% |
| Sovereign Investment Advisors, LLC | 378,540 | $26,577,000 | 11.51% |
| Tillar-Wenstrup Advisors, LLC | 312,012 | $21,906,000 | 10.96% |
| Darrow Company, Inc. | 156,538 | $10,990,000 | 10.87% |