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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,524,434 | +4.0% | 122,061 | -3.5% | 3.87% | -3.2% |
| Q3 2023 | $9,154,506 | -1.3% | 126,478 | +1.3% | 3.99% | +0.2% |
| Q2 2023 | $9,278,940 | +2.7% | 124,834 | +0.5% | 3.98% | -4.2% |
| Q1 2023 | $9,034,735 | +0.4% | 124,206 | -0.5% | 4.16% | -4.6% |
| Q4 2022 | $9,003,029 | +14.4% | 124,869 | +4.9% | 4.36% | +5.3% |
| Q3 2022 | $7,872,000 | -4.9% | 119,089 | +1.0% | 4.14% | -1.2% |
| Q2 2022 | $8,281,000 | -7.6% | 117,951 | +2.1% | 4.19% | +6.6% |
| Q1 2022 | $8,961,000 | +27.3% | 115,516 | +32.7% | 3.93% | +31.2% |
| Q4 2021 | $7,040,000 | +5.5% | 87,021 | -4.1% | 3.00% | +3.8% |
| Q3 2021 | $6,671,000 | +1.7% | 90,764 | +1.9% | 2.89% | +4.7% |
| Q2 2021 | $6,557,000 | +12.0% | 89,082 | +5.3% | 2.76% | +1.7% |
| Q1 2021 | $5,856,000 | +2.4% | 84,634 | +0.4% | 2.71% | -8.3% |
| Q4 2020 | $5,721,000 | +2.8% | 84,279 | -3.5% | 2.96% | -7.4% |
| Q3 2020 | $5,564,000 | -14.7% | 87,301 | -18.9% | 3.20% | -24.9% |
| Q2 2020 | $6,526,000 | -5.1% | 107,632 | -15.5% | 4.26% | -33.2% |
| Q1 2020 | $6,876,000 | -15.4% | 127,305 | +2.8% | 6.38% | -0.4% |
| Q4 2019 | $8,124,000 | – | 123,839 | – | 6.40% | – |
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% |