ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 147 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,270 | +468.7% | 584 | +484.0% | 0.00% | – |
| Q2 2023 | $7,433 | +2.2% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $7,274 | +0.9% | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $7,210 | -57.6% | 100 | -60.0% | 0.00% | -100.0% |
| Q3 2022 | $17,000 | -19.0% | 250 | -16.7% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -12.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $24,000 | -29.4% | 300 | -37.0% | 0.00% | -50.0% |
| Q3 2021 | $34,000 | +36.0% | 476 | +36.0% | 0.00% | +100.0% |
| Q2 2021 | $25,000 | -28.6% | 350 | -30.0% | 0.00% | -50.0% |
| Q1 2021 | $35,000 | +2.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $34,000 | +9.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +29.2% | 500 | +25.0% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +9.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -65.1% | 400 | -58.3% | 0.00% | -60.0% |
| Q4 2019 | $63,000 | -27.6% | 960 | -28.9% | 0.01% | -28.6% |
| Q3 2019 | $87,000 | +47.5% | 1,350 | +40.6% | 0.01% | +40.0% |
| Q2 2019 | $59,000 | +5.4% | 960 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $56,000 | -23.3% | 960 | -31.4% | 0.01% | -28.6% |
| Q4 2018 | $73,000 | +1116.7% | 1,400 | +892.9% | 0.01% | +600.0% |
| Q4 2014 | $6,000 | +20.0% | 141 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $5,000 | – | 141 | – | 0.00% | – |
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% |