ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $5,217,000 | +3.0% | 75,135 | 0.0% | 0.54% | +0.6% |
Q4 2020 | $5,067,000 | +6.0% | 75,135 | 0.0% | 0.54% | -0.6% |
Q3 2020 | $4,778,000 | +5.5% | 75,135 | 0.0% | 0.54% | -8.5% |
Q2 2020 | $4,528,000 | +10.4% | 75,135 | 0.0% | 0.59% | -9.0% |
Q1 2020 | $4,100,000 | -16.7% | 75,135 | 0.0% | 0.65% | -1.1% |
Q4 2019 | $4,924,000 | – | 75,135 | – | 0.65% | – |
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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% |