ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 147 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,862,000 | -9.5% | 55,000 | 0.0% | 0.10% | +8.9% |
| Q1 2022 | $4,267,000 | -4.1% | 55,000 | 0.0% | 0.09% | +2.3% |
| Q4 2021 | $4,450,000 | +10.1% | 55,000 | 0.0% | 0.09% | +1.1% |
| Q3 2021 | $4,041,000 | -0.2% | 55,000 | 0.0% | 0.09% | -2.2% |
| Q2 2021 | $4,049,000 | +6.4% | 55,000 | 0.0% | 0.09% | +6.0% |
| Q1 2021 | $3,805,000 | +2.0% | 55,000 | 0.0% | 0.08% | -12.5% |
| Q4 2020 | $3,731,000 | +6.4% | 55,000 | 0.0% | 0.10% | -8.6% |
| Q3 2020 | $3,507,000 | +1636.1% | 55,000 | +1000.0% | 0.10% | +1212.5% |
| Q2 2015 | $202,000 | -1.9% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $206,000 | +2.0% | 5,000 | 0.0% | 0.01% | -11.1% |
| Q4 2014 | $202,000 | +7.4% | 5,000 | 0.0% | 0.01% | +12.5% |
| Q3 2014 | $188,000 | +1.1% | 5,000 | 0.0% | 0.01% | +14.3% |
| Q2 2014 | $186,000 | +3.3% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $180,000 | +1.1% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $178,000 | – | 5,000 | – | 0.01% | – |
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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% |