ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,717,400 | -1.8% | 120,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $8,874,000 | +654.6% | 120,000 | +605.9% | 0.02% | +375.0% |
| Q1 2021 | $1,176,000 | -84.3% | 17,000 | -84.5% | 0.00% | -85.7% |
| Q4 2020 | $7,467,000 | +173.7% | 110,000 | +157.0% | 0.03% | +100.0% |
| Q3 2020 | $2,728,000 | +5.1% | 42,800 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $2,595,000 | -2.7% | 42,800 | -13.4% | 0.02% | -23.8% |
| Q1 2020 | $2,668,000 | +15.2% | 49,400 | +39.9% | 0.02% | +50.0% |
| Q4 2019 | $2,316,000 | -29.4% | 35,300 | -31.1% | 0.01% | -39.1% |
| Q3 2019 | $3,282,000 | +346.5% | 51,200 | +330.3% | 0.02% | +360.0% |
| Q2 2019 | $735,000 | +104.7% | 11,900 | +95.1% | 0.01% | +66.7% |
| Q1 2019 | $359,000 | – | 6,100 | – | 0.00% | – |
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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% |