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 2023 | $679,938 | +2688.9% | 9,394 | +2764.0% | 0.28% | +6875.0% |
Q2 2023 | $24,380 | +2.2% | 328 | 0.0% | 0.00% | +33.3% |
Q1 2023 | $23,859 | +0.9% | 328 | 0.0% | 0.00% | -25.0% |
Q4 2022 | $23,649 | -88.6% | 328 | -91.4% | 0.00% | -96.3% |
Q1 2020 | $207,000 | -17.5% | 3,829 | 0.0% | 0.11% | -29.9% |
Q4 2019 | $251,000 | +2.4% | 3,829 | 0.0% | 0.15% | -1.3% |
Q3 2019 | $245,000 | +3.8% | 3,829 | 0.0% | 0.16% | +47.2% |
Q2 2019 | $236,000 | +4.9% | 3,829 | 0.0% | 0.11% | -34.2% |
Q1 2019 | $225,000 | – | 3,829 | – | 0.16% | – |
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% |