ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,918 | -25.3% | 192,297 | -23.2% | 0.01% | -25.0% |
| Q2 2023 | $18,622 | +38.2% | 250,532 | +35.2% | 0.01% | +100.0% |
| Q1 2023 | $13,479 | +173.2% | 185,299 | +170.8% | 0.01% | +200.0% |
| Q4 2022 | $4,934 | -99.9% | 68,425 | +3.9% | 0.00% | -60.0% |
| Q3 2022 | $4,352,000 | +62.8% | 65,838 | +72.9% | 0.01% | +150.0% |
| Q2 2022 | $2,673,000 | +11.6% | 38,076 | +17.0% | 0.00% | +100.0% |
| Q2 2021 | $2,395,000 | -89.5% | 32,534 | -90.1% | 0.00% | -91.7% |
| Q1 2021 | $22,808,000 | +260.1% | 329,647 | +233.7% | 0.01% | +200.0% |
| Q3 2019 | $6,333,000 | +223.8% | 98,790 | +211.8% | 0.00% | +300.0% |
| Q2 2019 | $1,956,000 | +184.3% | 31,687 | +170.6% | 0.00% | – |
| Q1 2019 | $688,000 | -10.1% | 11,708 | -19.9% | 0.00% | -100.0% |
| Q4 2018 | $765,000 | +1812.5% | 14,608 | +1960.4% | 0.00% | – |
| Q3 2018 | $40,000 | – | 709 | – | 0.00% | – |
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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% |