ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $162,200 | 0.0% | 2,182 | 0.0% | 0.04% | +5.7% |
Q2 2023 | $162,200 | +18.4% | 2,182 | +14.8% | 0.04% | +6.1% |
Q4 2022 | $136,977 | +16.1% | 1,900 | +6.1% | 0.03% | +6.5% |
Q3 2022 | $118,000 | -49.4% | 1,791 | -51.0% | 0.03% | -60.3% |
Q3 2020 | $233,000 | -16.5% | 3,658 | -20.4% | 0.08% | -15.2% |
Q2 2020 | $279,000 | -35.7% | 4,595 | -31.0% | 0.09% | -22.7% |
Q4 2019 | $434,000 | +12.1% | 6,662 | +10.8% | 0.12% | +13.3% |
Q3 2019 | $387,000 | +2.4% | 6,013 | -2.0% | 0.10% | 0.0% |
Q2 2019 | $378,000 | +704.3% | 6,135 | +666.9% | 0.10% | +400.0% |
Q1 2019 | $47,000 | – | 800 | – | 0.02% | – |
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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% |