Claret Asset Management Corp - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.

Quarter-by-quarter ownership
Claret Asset Management Corp ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$271,000
-17.9%
5,0240.0%0.08%
+20.6%
Q4 2019$330,000
+2.5%
5,0240.0%0.06%
-4.5%
Q3 2019$322,0005,0240.07%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,016,718$71,384,00025.21%
Cassia Capital Partners, LLC 277,658$19,494,00019.46%
Halpern Financial, Inc. 686,429$48,194,15418.80%
Legacy Financial Advisors, Inc. 819,533$57,539,00014.30%
AGILIS PARTNERS LLC 304,638$21,389,00013.23%
ABSOLUTE CAPITAL MANAGEMENT, LLC 113,006$7,934,00012.73%
Summit Wealth Group, LLC 145,055$10,184,00012.03%
Sovereign Investment Advisors, LLC 378,540$26,577,00011.51%
Tillar-Wenstrup Advisors, LLC 312,012$21,906,00010.96%
Darrow Company, Inc. 156,538$10,990,00010.87%
View complete list of ISHARES TR shareholders