ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | – | 3,500 | +772.8% | 0.00% | – |
| Q3 2022 | $0 | – | 401 | +33.7% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 300 | -72.7% | 0.00% | – |
| Q4 2021 | $1,000 | – | 1,100 | +1000.0% | 0.00% | – |
| Q3 2021 | $0 | – | 100 | -83.3% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 600 | -80.6% | 0.00% | -100.0% |
| Q4 2020 | $12,000 | +9.1% | 3,100 | -24.4% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +450.0% | 4,100 | +13.9% | 0.00% | – |
| Q2 2020 | $2,000 | -90.9% | 3,600 | -58.1% | 0.00% | -100.0% |
| Q1 2020 | $22,000 | -97.0% | 8,600 | -56.8% | 0.00% | -97.8% |
| Q4 2019 | $740,000 | +460.6% | 19,899 | -65.2% | 0.04% | +275.0% |
| Q3 2019 | $132,000 | +256.8% | 57,199 | +271.4% | 0.01% | +300.0% |
| Q2 2019 | $37,000 | -91.1% | 15,399 | -36.4% | 0.00% | -93.0% |
| Q1 2019 | $415,000 | +713.7% | 24,199 | +324.6% | 0.04% | +975.0% |
| Q4 2018 | $51,000 | +30.8% | 5,699 | +147.8% | 0.00% | +33.3% |
| Q3 2018 | $39,000 | +143.8% | 2,300 | -58.2% | 0.00% | +200.0% |
| Q1 2018 | $16,000 | – | 5,500 | +71.9% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 3,200 | -93.2% | 0.00% | -100.0% |
| Q3 2017 | $201,000 | +402.5% | 47,276 | +7.7% | 0.01% | +250.0% |
| Q2 2017 | $40,000 | -31.0% | 43,900 | +1.2% | 0.00% | 0.0% |
| Q1 2017 | $58,000 | -80.7% | 43,376 | +233.3% | 0.00% | -81.8% |
| Q4 2016 | $300,000 | +9.5% | 13,014 | -16.4% | 0.01% | -8.3% |
| Q3 2016 | $274,000 | -4.5% | 15,576 | +113.1% | 0.01% | -20.0% |
| Q2 2016 | $287,000 | +1266.7% | 7,310 | -75.9% | 0.02% | +1400.0% |
| Q1 2016 | $21,000 | -71.2% | 30,300 | +1632.4% | 0.00% | -75.0% |
| Q4 2015 | $73,000 | – | 1,749 | – | 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% |