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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $22,000 | 0.0% | 300 | 0.0% | 0.01% | +25.0% |
| Q2 2021 | $22,000 | +4.8% | 300 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $21,000 | +5.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $20,000 | +5.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $19,000 | +5.6% | 300 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $18,000 | -90.6% | 300 | -91.5% | 0.01% | -92.3% |
| Q1 2020 | $192,000 | -66.7% | 3,548 | -59.6% | 0.08% | -45.8% |
| Q4 2019 | $576,000 | – | 8,778 | – | 0.14% | – |
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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% |