ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $208,000 | -23.0% | 2,570 | -30.0% | 0.02% | -29.0% |
Q2 2021 | $270,000 | +6.3% | 3,670 | 0.0% | 0.03% | +3.3% |
Q1 2021 | $254,000 | -18.1% | 3,670 | -19.7% | 0.03% | -26.8% |
Q4 2020 | $310,000 | +21.6% | 4,570 | +14.2% | 0.04% | -42.3% |
Q3 2020 | $255,000 | +4.9% | 4,000 | 0.0% | 0.07% | 0.0% |
Q2 2020 | $243,000 | +12.5% | 4,000 | 0.0% | 0.07% | -12.3% |
Q1 2020 | $216,000 | -17.6% | 4,000 | 0.0% | 0.08% | -3.6% |
Q4 2019 | $262,000 | +2.3% | 4,000 | 0.0% | 0.08% | -5.6% |
Q3 2019 | $256,000 | +3.6% | 4,000 | 0.0% | 0.09% | -29.9% |
Q2 2019 | $247,000 | -32.9% | 4,000 | -36.1% | 0.13% | -39.5% |
Q1 2019 | $368,000 | +12.2% | 6,255 | 0.0% | 0.21% | -23.6% |
Q4 2018 | $328,000 | – | 6,255 | – | 0.28% | – |
Download |
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% |