ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 366 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $325,000 | -2.7% | 5,700 | -9.3% | 0.20% | -4.4% |
Q2 2018 | $334,000 | +0.6% | 6,285 | -1.6% | 0.20% | -6.8% |
Q1 2018 | $332,000 | +3.1% | 6,385 | +4.6% | 0.22% | +3.3% |
Q4 2017 | $322,000 | +2.2% | 6,105 | -2.6% | 0.21% | -3.2% |
Q3 2017 | $315,000 | -8.2% | 6,265 | -10.6% | 0.22% | -11.0% |
Q2 2017 | $343,000 | +2.7% | 7,010 | +0.1% | 0.25% | -2.8% |
Q1 2017 | $334,000 | +4.0% | 7,005 | -1.4% | 0.25% | -2.7% |
Q4 2016 | $321,000 | -1.8% | 7,105 | -1.3% | 0.26% | -5.8% |
Q3 2016 | $327,000 | +44.7% | 7,195 | +47.4% | 0.28% | +42.3% |
Q2 2016 | $226,000 | – | 4,880 | – | 0.19% | – |
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% |