ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,264,000 | +19.5% | 40,341 | +8.6% | 0.85% | +12.3% |
| Q3 2021 | $2,731,000 | +6.7% | 37,157 | +6.8% | 0.76% | +2.3% |
| Q2 2021 | $2,560,000 | +11.1% | 34,782 | +4.4% | 0.74% | +11.0% |
| Q1 2021 | $2,304,000 | -4.1% | 33,302 | -5.9% | 0.67% | -17.1% |
| Q4 2020 | $2,403,000 | +14.7% | 35,399 | +7.7% | 0.80% | +2.3% |
| Q3 2020 | $2,095,000 | +11.3% | 32,875 | +5.9% | 0.78% | +0.9% |
| Q2 2020 | $1,882,000 | -6.5% | 31,038 | -16.7% | 0.78% | -23.7% |
| Q1 2020 | $2,012,000 | -24.5% | 37,250 | -8.3% | 1.02% | -4.9% |
| Q4 2019 | $2,665,000 | +3.4% | 40,632 | +1.1% | 1.07% | +0.9% |
| Q3 2019 | $2,577,000 | +47.3% | 40,196 | +41.8% | 1.06% | +45.0% |
| Q2 2019 | $1,750,000 | +110.1% | 28,351 | +100.0% | 0.73% | +118.2% |
| Q1 2019 | $833,000 | +340.7% | 14,174 | +293.4% | 0.34% | +330.8% |
| Q4 2018 | $189,000 | -8.7% | 3,603 | -2.8% | 0.08% | -8.2% |
| Q3 2018 | $207,000 | – | 3,706 | – | 0.08% | – |
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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% |