ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $10,055,000 | -0.1% | 136,799 | 0.0% | 0.15% | -28.6% |
Q2 2021 | $10,070,000 | +6.4% | 136,799 | 0.0% | 0.21% | -8.4% |
Q1 2021 | $9,465,000 | +1.9% | 136,799 | 0.0% | 0.22% | -5.5% |
Q4 2020 | $9,286,000 | +6.5% | 136,799 | 0.0% | 0.24% | -11.2% |
Q3 2020 | $8,718,000 | +5.1% | 136,799 | 0.0% | 0.27% | +3.5% |
Q2 2020 | $8,294,000 | -43.9% | 136,799 | -50.0% | 0.26% | -0.8% |
Q1 2020 | $14,778,000 | +64.7% | 273,598 | +100.0% | 0.26% | +9.7% |
Q4 2019 | $8,974,000 | +2.3% | 136,799 | 0.0% | 0.24% | -3.3% |
Q3 2019 | $8,769,000 | +3.8% | 136,799 | 0.0% | 0.25% | +2.5% |
Q2 2019 | $8,445,000 | +5.0% | 136,799 | 0.0% | 0.24% | +8.6% |
Q1 2019 | $8,044,000 | +12.2% | 136,799 | 0.0% | 0.22% | +8.3% |
Q4 2018 | $7,168,000 | -8.1% | 136,799 | 0.0% | 0.20% | +3.0% |
Q3 2018 | $7,803,000 | – | 136,799 | – | 0.20% | – |
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% |