ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,736 | -2.3% | 355 | +0.3% | 0.04% | +2.3% |
| Q2 2023 | $26,355 | +2.6% | 354 | +0.3% | 0.04% | -2.2% |
| Q1 2023 | $25,692 | +95055.6% | 353 | -4.9% | 0.04% | -13.5% |
| Q4 2022 | $27 | -99.9% | 371 | -5.6% | 0.05% | -5.5% |
| Q3 2022 | $26,000 | -7.1% | 393 | -1.0% | 0.06% | -11.3% |
| Q2 2022 | $28,000 | -9.7% | 397 | -2.0% | 0.06% | +1.6% |
| Q1 2022 | $31,000 | -8.8% | 405 | -4.7% | 0.06% | +17.3% |
| Q4 2021 | $34,000 | +6.2% | 425 | -1.4% | 0.05% | 0.0% |
| Q3 2021 | $32,000 | -3.0% | 431 | -3.1% | 0.05% | -5.5% |
| Q2 2021 | $33,000 | +6.5% | 445 | -1.8% | 0.06% | -1.8% |
| Q1 2021 | $31,000 | -6.1% | 453 | -5.6% | 0.06% | -6.7% |
| Q4 2020 | $33,000 | +200.0% | 480 | +180.7% | 0.06% | +150.0% |
| Q3 2019 | $11,000 | 0.0% | 171 | -1.2% | 0.02% | +33.3% |
| Q2 2019 | $11,000 | +450.0% | 173 | +408.8% | 0.02% | +500.0% |
| Q3 2018 | $2,000 | – | 34 | – | 0.00% | – |
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% |