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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $44,000 | -24.1% | 730 | -33.1% | 0.01% | -35.0% |
| Q1 2020 | $58,000 | -4.9% | 1,091 | +16.6% | 0.02% | +17.6% |
| Q4 2019 | $61,000 | -33.0% | 936 | -34.4% | 0.02% | -34.6% |
| Q3 2019 | $91,000 | +97.8% | 1,427 | +89.5% | 0.03% | +85.7% |
| Q2 2019 | $46,000 | +76.9% | 753 | +71.9% | 0.01% | +75.0% |
| Q1 2019 | $26,000 | +1200.0% | 438 | +1312.9% | 0.01% | +700.0% |
| Q4 2018 | $2,000 | – | 31 | – | 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% |