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 | $2,880,004 | -81.2% | 39,790 | -80.7% | 0.36% | -81.6% |
| Q2 2023 | $15,308,542 | +4.0% | 205,954 | +1.8% | 1.95% | +0.3% |
| Q1 2023 | $14,723,392 | +4.1% | 202,411 | +3.2% | 1.95% | -0.4% |
| Q4 2022 | $14,141,505 | +15.9% | 196,137 | +6.3% | 1.96% | +1.7% |
| Q3 2022 | $12,199,000 | -3.2% | 184,549 | +2.9% | 1.92% | +0.9% |
| Q2 2022 | $12,596,000 | -1.5% | 179,402 | +8.9% | 1.91% | +12.0% |
| Q1 2022 | $12,784,000 | +2.6% | 164,812 | +7.0% | 1.70% | +7.7% |
| Q4 2021 | $12,464,000 | +12.2% | 154,071 | +1.9% | 1.58% | +4.0% |
| Q3 2021 | $11,113,000 | +0.2% | 151,202 | +0.4% | 1.52% | +0.6% |
| Q2 2021 | $11,089,000 | +9.3% | 150,644 | +0.8% | 1.51% | +0.6% |
| Q4 2020 | $10,149,000 | +4.3% | 149,509 | -2.1% | 1.50% | -8.5% |
| Q3 2020 | $9,733,000 | +6.3% | 152,728 | +1.2% | 1.64% | +0.7% |
| Q2 2020 | $9,154,000 | +8.2% | 150,986 | -3.6% | 1.63% | -16.4% |
| Q1 2020 | $8,460,000 | -15.5% | 156,640 | +2.6% | 1.95% | -32.2% |
| Q4 2019 | $10,013,000 | +3.7% | 152,630 | +1.3% | 2.87% | -1.3% |
| Q3 2019 | $9,658,000 | +7.8% | 150,667 | +3.8% | 2.91% | -2.3% |
| Q2 2019 | $8,961,000 | +35.3% | 145,171 | +14.8% | 2.98% | +13.3% |
| Q4 2018 | $6,624,000 | +487.8% | 126,406 | +539.8% | 2.63% | +480.0% |
| Q3 2018 | $1,127,000 | – | 19,756 | – | 0.45% | – |
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% |