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 | $762,358 | -1.9% | 10,533 | +0.8% | 0.08% | +2.4% |
| Q2 2023 | $776,876 | +2.3% | 10,452 | +0.1% | 0.08% | -4.7% |
| Q1 2023 | $759,382 | -1.5% | 10,440 | -2.4% | 0.09% | -8.5% |
| Q4 2022 | $771,198 | +5.8% | 10,696 | -3.0% | 0.09% | 0.0% |
| Q3 2022 | $729,000 | -5.4% | 11,023 | +0.4% | 0.09% | +3.3% |
| Q2 2022 | $771,000 | -0.9% | 10,983 | +0.3% | 0.09% | -1.1% |
| Q1 2022 | $778,000 | -8.4% | 10,952 | +4.4% | 0.09% | +15.0% |
| Q4 2021 | $849,000 | +24.7% | 10,493 | +13.2% | 0.08% | +11.1% |
| Q3 2021 | $681,000 | -24.4% | 9,272 | -26.3% | 0.07% | +16.1% |
| Q2 2021 | $901,000 | +197.4% | 12,575 | +187.4% | 0.06% | +72.2% |
| Q1 2021 | $303,000 | +2.4% | 4,375 | +0.4% | 0.04% | -14.3% |
| Q4 2020 | $296,000 | +24.4% | 4,356 | +16.5% | 0.04% | -4.5% |
| Q3 2020 | $238,000 | -17.6% | 3,739 | -21.6% | 0.04% | -31.2% |
| Q2 2020 | $289,000 | -60.7% | 4,768 | -65.0% | 0.06% | -75.4% |
| Q1 2020 | $735,000 | -9.6% | 13,613 | +9.9% | 0.26% | +48.6% |
| Q4 2019 | $813,000 | -26.1% | 12,388 | -27.8% | 0.18% | -33.5% |
| Q3 2019 | $1,100,000 | +37.8% | 17,159 | +32.8% | 0.26% | +41.4% |
| Q2 2019 | $798,000 | +25.9% | 12,921 | +19.7% | 0.19% | +31.9% |
| Q1 2019 | $634,000 | -1.1% | 10,790 | -11.8% | 0.14% | -11.9% |
| Q4 2018 | $641,000 | +80.6% | 12,232 | +64.3% | 0.16% | +77.8% |
| Q1 2017 | $355,000 | – | 7,446 | – | 0.09% | – |
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% |