ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,064 | -7.6% | 3,220 | -5.2% | 0.02% | -4.8% |
| Q2 2023 | $252,350 | -11.8% | 3,395 | -13.7% | 0.02% | -16.0% |
| Q1 2023 | $286,086 | +100634.5% | 3,933 | 0.0% | 0.02% | -3.8% |
| Q4 2022 | $284 | -99.9% | 3,933 | -0.9% | 0.03% | +4.0% |
| Q3 2022 | $262,000 | -6.1% | 3,968 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $279,000 | -10.0% | 3,968 | -0.6% | 0.02% | +4.3% |
| Q1 2022 | $310,000 | -56.9% | 3,993 | -55.1% | 0.02% | -54.0% |
| Q4 2021 | $719,000 | +10.1% | 8,886 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $653,000 | +0.3% | 8,886 | +0.5% | 0.05% | 0.0% |
| Q2 2021 | $651,000 | +11.3% | 8,845 | +4.5% | 0.05% | +4.2% |
| Q1 2021 | $585,000 | +0.7% | 8,462 | -1.2% | 0.05% | -5.9% |
| Q4 2020 | $581,000 | +23.1% | 8,562 | +15.5% | 0.05% | +8.5% |
| Q3 2020 | $472,000 | +3.7% | 7,412 | -1.3% | 0.05% | -6.0% |
| Q2 2020 | $455,000 | +12.1% | 7,512 | 0.0% | 0.05% | -7.4% |
| Q1 2020 | $406,000 | -17.6% | 7,512 | 0.0% | 0.05% | +8.0% |
| Q4 2019 | $493,000 | +2.1% | 7,512 | -0.3% | 0.05% | -5.7% |
| Q3 2019 | $483,000 | -2.6% | 7,537 | -6.2% | 0.05% | -1.9% |
| Q2 2019 | $496,000 | -31.5% | 8,037 | -34.7% | 0.05% | -31.6% |
| Q1 2019 | $724,000 | +12.2% | 12,307 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $645,000 | – | 12,307 | – | 0.08% | – |
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% |