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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $365,000 | -91.3% | 4,963 | -91.8% | 0.22% | -91.6% |
| Q1 2021 | $4,176,000 | +5.1% | 60,357 | +3.1% | 2.66% | +0.5% |
| Q4 2020 | $3,974,000 | +43.0% | 58,547 | +34.2% | 2.65% | +38.2% |
| Q3 2020 | $2,779,000 | +50.6% | 43,612 | +43.3% | 1.92% | +50.9% |
| Q2 2020 | $1,845,000 | -46.0% | 30,431 | -51.9% | 1.27% | -59.7% |
| Q1 2020 | $3,416,000 | -36.8% | 63,250 | -23.3% | 3.16% | -25.1% |
| Q4 2019 | $5,407,000 | +5.2% | 82,428 | +2.8% | 4.21% | +4.3% |
| Q3 2019 | $5,142,000 | – | 80,220 | – | 4.04% | – |
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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% |