ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 103 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $471,000 | -14.1% | 8,975 | -6.2% | 0.19% | +6.2% |
| Q3 2018 | $548,000 | +4.6% | 9,564 | -2.5% | 0.18% | +0.6% |
| Q2 2018 | $524,000 | -0.8% | 9,806 | -4.2% | 0.18% | +2.9% |
| Q1 2018 | $528,000 | -11.7% | 10,240 | -9.6% | 0.17% | +1.8% |
| Q4 2017 | $598,000 | +6.6% | 11,323 | +1.6% | 0.17% | +2.5% |
| Q3 2017 | $561,000 | -23.7% | 11,145 | -25.8% | 0.16% | -23.8% |
| Q2 2017 | $735,000 | +49.4% | 15,029 | +45.7% | 0.21% | +40.8% |
| Q1 2017 | $492,000 | -7.7% | 10,313 | -12.6% | 0.15% | -12.1% |
| Q4 2016 | $533,000 | -24.2% | 11,797 | -23.7% | 0.17% | -28.8% |
| Q3 2016 | $703,000 | -6.3% | 15,468 | -4.8% | 0.24% | -8.6% |
| Q2 2016 | $750,000 | +20.2% | 16,249 | +14.4% | 0.27% | +20.4% |
| Q1 2016 | $624,000 | +0.3% | 14,201 | -4.6% | 0.22% | -47.8% |
| Q4 2015 | $622,000 | +3.5% | 14,879 | -2.0% | 0.42% | -1.4% |
| Q3 2015 | $601,000 | +55.3% | 15,188 | +58.3% | 0.43% | +232.6% |
| Q2 2015 | $387,000 | +4200.0% | 9,597 | +4072.6% | 0.13% | +4200.0% |
| Q4 2014 | $9,000 | -96.8% | 230 | -96.9% | 0.00% | -95.4% |
| Q2 2014 | $279,000 | -59.3% | 7,505 | -60.6% | 0.06% | -21.7% |
| Q1 2014 | $686,000 | – | 19,040 | – | 0.08% | – |
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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% |