ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,985 | -3.1% | 151,766 | -0.4% | 3.86% | -1.2% |
| Q2 2023 | $11,332 | +1.7% | 152,450 | -0.5% | 3.91% | -2.3% |
| Q1 2023 | $11,140 | -0.8% | 153,151 | -1.6% | 4.00% | -6.3% |
| Q4 2022 | $11,225 | -99.9% | 155,693 | -0.5% | 4.27% | -0.4% |
| Q3 2022 | $10,345,000 | -7.1% | 156,504 | -1.4% | 4.28% | -2.7% |
| Q2 2022 | $11,139,000 | -9.2% | 158,649 | +0.4% | 4.40% | +5.7% |
| Q1 2022 | $12,263,000 | -4.8% | 158,092 | -0.7% | 4.16% | -2.8% |
| Q4 2021 | $12,875,000 | +8.3% | 159,141 | -1.6% | 4.28% | +3.1% |
| Q3 2021 | $11,888,000 | -1.3% | 161,738 | -1.2% | 4.16% | +0.1% |
| Q2 2021 | $12,046,000 | +5.3% | 163,652 | -1.1% | 4.15% | -2.3% |
| Q1 2021 | $11,444,000 | +5.3% | 165,396 | +3.3% | 4.25% | -3.5% |
| Q4 2020 | $10,872,000 | +11.8% | 160,168 | +5.0% | 4.40% | -1.6% |
| Q3 2020 | $9,721,000 | +2.2% | 152,541 | -2.8% | 4.47% | -4.8% |
| Q2 2020 | $9,516,000 | +17.1% | 156,945 | +4.3% | 4.70% | +0.9% |
| Q1 2020 | $8,126,000 | +247.9% | 150,452 | +322.4% | 4.66% | +386.6% |
| Q4 2019 | $2,336,000 | – | 35,617 | – | 0.96% | – |
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% |