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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,655,000 | -39.2% | 53,852 | -42.9% | 1.79% | -44.9% |
| Q3 2020 | $6,008,000 | +1.9% | 94,275 | -3.0% | 3.24% | -16.1% |
| Q2 2020 | $5,894,000 | +1.3% | 97,212 | -9.7% | 3.87% | -16.5% |
| Q1 2020 | $5,817,000 | -40.0% | 107,710 | -27.2% | 4.64% | -17.5% |
| Q4 2019 | $9,701,000 | +6.8% | 147,876 | +4.4% | 5.62% | -13.1% |
| Q3 2019 | $9,083,000 | – | 141,703 | – | 6.47% | – |
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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% |