ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $25,335,000 | +1.3% | 397,529 | -3.7% | 0.85% | -8.0% |
| Q2 2020 | $25,020,000 | +20.2% | 412,666 | +7.1% | 0.92% | +3.4% |
| Q1 2020 | $20,810,000 | +43.1% | 385,298 | +74.0% | 0.90% | +82.3% |
| Q4 2019 | $14,544,000 | -22.3% | 221,495 | -24.2% | 0.49% | -26.3% |
| Q3 2019 | $18,720,000 | +39.5% | 292,315 | +34.4% | 0.67% | +43.5% |
| Q2 2019 | $13,424,000 | +9.8% | 217,458 | +4.7% | 0.46% | +10.7% |
| Q1 2019 | $12,221,000 | +44.9% | 207,637 | +29.3% | 0.42% | +25.8% |
| Q4 2018 | $8,433,000 | +18.7% | 160,623 | +29.2% | 0.33% | +37.0% |
| Q3 2018 | $7,104,000 | +61.8% | 124,299 | +50.8% | 0.24% | +46.4% |
| Q2 2018 | $4,390,000 | -2.5% | 82,407 | -4.7% | 0.17% | -4.6% |
| Q1 2018 | $4,501,000 | +5.2% | 86,494 | +6.8% | 0.17% | +2.4% |
| Q4 2017 | $4,279,000 | +8.5% | 81,000 | +3.8% | 0.17% | 0.0% |
| Q3 2017 | $3,942,000 | -14.4% | 78,020 | -17.1% | 0.17% | -17.1% |
| Q2 2017 | $4,606,000 | +19.1% | 94,144 | +15.6% | 0.20% | +2.5% |
| Q1 2017 | $3,867,000 | -18.5% | 81,406 | -22.4% | 0.20% | -16.7% |
| Q4 2016 | $4,743,000 | +27.4% | 104,891 | +28.0% | 0.24% | +21.2% |
| Q3 2016 | $3,722,000 | +15.7% | 81,929 | +17.1% | 0.20% | +10.6% |
| Q2 2016 | $3,216,000 | +74.8% | 69,962 | +68.2% | 0.18% | +75.5% |
| Q1 2016 | $1,840,000 | +107.4% | 41,597 | +100.0% | 0.10% | +121.7% |
| Q4 2015 | $887,000 | +87.9% | 20,800 | +73.0% | 0.05% | +76.9% |
| Q3 2015 | $472,000 | – | 12,025 | – | 0.03% | – |
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% |