ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,777,000 | -0.8% | 37,778 | -0.6% | 0.19% | -1.1% |
| Q2 2021 | $2,798,000 | -23.3% | 38,016 | -27.9% | 0.19% | -29.6% |
| Q1 2021 | $3,650,000 | -9.0% | 52,750 | -10.7% | 0.27% | -13.3% |
| Q4 2020 | $4,012,000 | -5.6% | 59,102 | -8.0% | 0.31% | -17.0% |
| Q3 2020 | $4,248,000 | -8.4% | 64,235 | -16.1% | 0.37% | -17.0% |
| Q2 2020 | $4,640,000 | -11.4% | 76,522 | -21.1% | 0.45% | -25.7% |
| Q1 2020 | $5,239,000 | +11.6% | 97,001 | +35.6% | 0.60% | +37.1% |
| Q4 2019 | $4,693,000 | +121.5% | 71,536 | +116.4% | 0.44% | +94.2% |
| Q3 2019 | $2,119,000 | +26.5% | 33,057 | +21.8% | 0.23% | +29.9% |
| Q2 2019 | $1,675,000 | -21.4% | 27,133 | -25.1% | 0.17% | -25.0% |
| Q1 2019 | $2,131,000 | +11.3% | 36,249 | -0.8% | 0.23% | -2.5% |
| Q4 2018 | $1,915,000 | – | 36,550 | – | 0.24% | – |
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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% |