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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,436,025 | +76.1% | 61,288 | +80.8% | 0.00% | – |
| Q2 2023 | $2,519,341 | -25.1% | 33,894 | -26.7% | 0.00% | -100.0% |
| Q1 2023 | $3,365,316 | -23.8% | 46,265 | -24.5% | 0.00% | 0.0% |
| Q4 2022 | $4,415,692 | +21.8% | 61,244 | +11.7% | 0.00% | 0.0% |
| Q3 2022 | $3,625,000 | -5.6% | 54,846 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $3,842,000 | +23.9% | 54,718 | +36.8% | 0.00% | 0.0% |
| Q1 2022 | $3,101,000 | -28.3% | 39,984 | -25.2% | 0.00% | 0.0% |
| Q4 2021 | $4,324,000 | +81.9% | 53,459 | +65.3% | 0.00% | – |
| Q3 2021 | $2,377,000 | +12.7% | 32,345 | +12.9% | 0.00% | – |
| Q2 2021 | $2,109,000 | -35.0% | 28,655 | -38.9% | 0.00% | -100.0% |
| Q1 2021 | $3,243,000 | +62.9% | 46,873 | +59.7% | 0.00% | – |
| Q4 2020 | $1,991,000 | -39.6% | 29,344 | -43.3% | 0.00% | -100.0% |
| Q3 2020 | $3,299,000 | +226.3% | 51,759 | +210.5% | 0.00% | – |
| Q2 2020 | $1,011,000 | +20.8% | 16,667 | +7.5% | 0.00% | – |
| Q1 2020 | $837,000 | -28.7% | 15,499 | -13.5% | 0.00% | – |
| Q4 2019 | $1,174,000 | +52.9% | 17,908 | +49.4% | 0.00% | – |
| Q3 2019 | $768,000 | -46.6% | 11,990 | -48.6% | 0.00% | – |
| Q2 2019 | $1,439,000 | +29.6% | 23,310 | +23.4% | 0.00% | – |
| Q1 2019 | $1,110,000 | +153.4% | 18,883 | +126.0% | 0.00% | – |
| Q4 2018 | $438,000 | +19.0% | 8,356 | +29.5% | 0.00% | – |
| Q3 2018 | $368,000 | +5.4% | 6,453 | -1.8% | 0.00% | – |
| Q2 2018 | $349,000 | +41.9% | 6,571 | +38.5% | 0.00% | – |
| Q1 2018 | $246,000 | -60.9% | 4,743 | -60.2% | 0.00% | – |
| Q4 2017 | $629,000 | +146.7% | 11,927 | +135.9% | 0.00% | – |
| Q3 2017 | $255,000 | -76.3% | 5,056 | -77.0% | 0.00% | – |
| Q2 2017 | $1,074,000 | +390.4% | 21,944 | +378.4% | 0.00% | – |
| Q1 2017 | $219,000 | +3.8% | 4,587 | -1.7% | 0.00% | – |
| Q4 2016 | $211,000 | – | 4,667 | – | 0.00% | – |
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% |