ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,619,579 | +28.5% | 50,008 | +31.9% | 0.26% | +38.0% |
| Q2 2023 | $2,817,702 | +78147.8% | 37,908 | -23.4% | 0.19% | -25.0% |
| Q1 2023 | $3,601 | +3.9% | 49,508 | +3.0% | 0.26% | +7.6% |
| Q4 2022 | $3,467 | -99.9% | 48,089 | -33.2% | 0.24% | -34.3% |
| Q3 2022 | $4,758,000 | -5.7% | 71,989 | +0.1% | 0.36% | -0.5% |
| Q2 2022 | $5,047,000 | -2.6% | 71,889 | +7.6% | 0.36% | +9.6% |
| Q1 2022 | $5,183,000 | -27.9% | 66,815 | -24.8% | 0.33% | -24.2% |
| Q4 2021 | $7,185,000 | +41.4% | 88,815 | +28.5% | 0.44% | +31.5% |
| Q3 2021 | $5,080,000 | +17.7% | 69,115 | +17.9% | 0.33% | +20.2% |
| Q2 2021 | $4,315,000 | -17.0% | 58,615 | -22.0% | 0.28% | -22.4% |
| Q1 2021 | $5,197,000 | +9.0% | 75,115 | +7.0% | 0.36% | +5.9% |
| Q4 2020 | $4,766,000 | +44.9% | 70,215 | +36.0% | 0.34% | +27.7% |
| Q3 2020 | $3,289,000 | +53.2% | 51,615 | +45.7% | 0.26% | +39.7% |
| Q2 2020 | $2,147,000 | +49.4% | 35,415 | +33.1% | 0.19% | +44.3% |
| Q1 2020 | $1,437,000 | +51.3% | 26,602 | +83.6% | 0.13% | +81.9% |
| Q4 2019 | $950,000 | – | 14,489 | – | 0.07% | – |
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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% |