ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 359 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,107,000 | -5.1% | 18,262 | -15.4% | 0.50% | -8.6% |
| Q1 2020 | $1,166,000 | -21.6% | 21,593 | -4.8% | 0.55% | +2.2% |
| Q4 2019 | $1,488,000 | +21.7% | 22,689 | +17.0% | 0.54% | +10.7% |
| Q3 2019 | $1,223,000 | +34.1% | 19,385 | +1.4% | 0.48% | -11.5% |
| Q1 2017 | $912,000 | +48.5% | 19,120 | +40.9% | 0.55% | +33.7% |
| Q4 2016 | $614,000 | -2.7% | 13,573 | -2.3% | 0.41% | -13.0% |
| Q3 2016 | $631,000 | +27.5% | 13,899 | +29.8% | 0.47% | +16.9% |
| Q2 2016 | $495,000 | +80.7% | 10,704 | +71.4% | 0.40% | +91.0% |
| Q1 2016 | $274,000 | – | 6,246 | – | 0.21% | – |
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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% |