ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $874,000 | +3.4% | 15,325 | -3.6% | 0.25% | +12.2% |
| Q2 2018 | $845,000 | +2.3% | 15,902 | 0.0% | 0.22% | -3.9% |
| Q1 2018 | $826,000 | -14.0% | 15,902 | -12.5% | 0.23% | -8.0% |
| Q4 2017 | $960,000 | -10.4% | 18,181 | -14.5% | 0.25% | -14.4% |
| Q3 2017 | $1,071,000 | -48.6% | 21,269 | -50.0% | 0.29% | +2.5% |
| Q2 2017 | $2,082,000 | +105.1% | 42,538 | +100.0% | 0.28% | -44.1% |
| Q1 2017 | $1,015,000 | +5.5% | 21,269 | 0.0% | 0.51% | -20.6% |
| Q4 2016 | $962,000 | +7.5% | 21,269 | +8.0% | 0.64% | +12.0% |
| Q3 2016 | $895,000 | -5.4% | 19,698 | -3.8% | 0.57% | +4.8% |
| Q2 2016 | $946,000 | +11.3% | 20,467 | +5.8% | 0.55% | -12.5% |
| Q1 2016 | $850,000 | +20.2% | 19,352 | +14.4% | 0.62% | +22.5% |
| Q4 2015 | $707,000 | – | 16,917 | – | 0.51% | – |
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% |