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 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q3 2021 | $140,000 | +13900.0% | 1,904 | +10477.8% | 0.06% | +6200.0% |
Q3 2020 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $1,000 | -99.9% | 18 | -99.9% | 0.00% | -99.9% |
Q1 2020 | $1,249,000 | -66.8% | 22,558 | -60.7% | 0.98% | -56.8% |
Q4 2019 | $3,761,000 | -2.4% | 57,327 | -4.7% | 2.26% | -11.5% |
Q3 2019 | $3,855,000 | +1.8% | 60,134 | -1.9% | 2.56% | +0.7% |
Q2 2019 | $3,785,000 | +17.3% | 61,323 | +11.7% | 2.54% | +6.1% |
Q1 2019 | $3,228,000 | +18.9% | 54,883 | +6.0% | 2.39% | -1.1% |
Q4 2018 | $2,714,000 | -3.1% | 51,783 | +5.4% | 2.42% | +24.6% |
Q3 2018 | $2,801,000 | +44.5% | 49,110 | +34.7% | 1.94% | +33.1% |
Q2 2018 | $1,938,000 | -8.8% | 36,471 | -10.9% | 1.46% | -13.0% |
Q1 2018 | $2,125,000 | -41.5% | 40,929 | -40.6% | 1.68% | -35.1% |
Q4 2017 | $3,635,000 | – | 68,861 | – | 2.58% | – |
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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% |