ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,000 | 0.0% | 100 | +11.1% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -46.2% | 90 | -55.4% | 0.00% | -66.7% |
| Q3 2020 | $13,000 | +8.3% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | -45.5% | 202 | -49.8% | 0.00% | -25.0% |
| Q1 2020 | $22,000 | -15.4% | 402 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $26,000 | +8.3% | 402 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $24,000 | +100.0% | 402 | +99.0% | 0.00% | +100.0% |
| Q2 2019 | $12,000 | +9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 202 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $10,000 | -9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +10.0% | 202 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $10,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | -91.9% | 202 | -93.6% | 0.00% | -95.3% |
| Q3 2015 | $123,000 | – | 3,151 | – | 0.08% | – |
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% |