ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $241,000 | -12.4% | 3,111 | -8.6% | 0.01% | -8.3% |
| Q4 2021 | $275,000 | -34.7% | 3,403 | -40.6% | 0.01% | -42.9% |
| Q3 2021 | $421,000 | -15.1% | 5,728 | -15.0% | 0.02% | -4.5% |
| Q2 2021 | $496,000 | -36.3% | 6,740 | -40.2% | 0.02% | -42.1% |
| Q1 2021 | $779,000 | -98.6% | 11,270 | -98.6% | 0.04% | -98.7% |
| Q4 2020 | $54,014,000 | +9.9% | 795,722 | +3.2% | 2.92% | -4.3% |
| Q3 2020 | $49,130,000 | +7.7% | 770,906 | +2.5% | 3.05% | -5.6% |
| Q2 2020 | $45,611,000 | +12.2% | 752,285 | -0.1% | 3.23% | -0.2% |
| Q1 2020 | $40,656,000 | -18.0% | 752,746 | -0.4% | 3.24% | +6.9% |
| Q4 2019 | $49,586,000 | -21.0% | 755,897 | -22.8% | 3.03% | -27.3% |
| Q3 2019 | $62,770,000 | +36.4% | 979,253 | +31.3% | 4.17% | +37.0% |
| Q2 2019 | $46,030,000 | +7.8% | 745,654 | +2.7% | 3.04% | -5.5% |
| Q1 2019 | $42,686,000 | +13.2% | 725,961 | +0.9% | 3.22% | -3.4% |
| Q4 2018 | $37,702,000 | +36151.9% | 719,495 | +39281.2% | 3.33% | +36922.2% |
| Q3 2018 | $104,000 | +3.0% | 1,827 | -4.8% | 0.01% | -10.0% |
| Q4 2017 | $101,000 | 0.0% | 1,920 | -9.0% | 0.01% | -23.1% |
| Q1 2017 | $101,000 | – | 2,110 | – | 0.01% | – |
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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% |