ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 317 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.75 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $782,000 | +24.5% | 12,660 | +7.3% | 0.05% | +64.3% |
Q2 2018 | $628,000 | -76.1% | 11,800 | -76.7% | 0.03% | -80.3% |
Q1 2018 | $2,631,000 | +2.0% | 50,673 | -1.1% | 0.14% | +10.9% |
Q3 2017 | $2,579,000 | +82.6% | 51,229 | +64.8% | 0.13% | -47.1% |
Q3 2016 | $1,412,000 | +513.9% | 31,086 | +466.1% | 0.24% | +633.3% |
Q4 2015 | $230,000 | -71.4% | 5,491 | -72.4% | 0.03% | -54.2% |
Q2 2015 | $803,000 | +1.0% | 19,924 | -5.5% | 0.07% | -15.3% |
Q3 2014 | $795,000 | -27.9% | 21,093 | -28.8% | 0.08% | -41.0% |
Q2 2014 | $1,103,000 | -8.3% | 29,632 | -12.5% | 0.14% | +20.0% |
Q4 2013 | $1,203,000 | +6.9% | 33,877 | -1.9% | 0.12% | +11.1% |
Q2 2013 | $1,125,000 | – | 34,537 | – | 0.11% | – |
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% |