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 | $318,757 | +17.6% | 4,403 | +20.8% | 0.00% | – |
| Q2 2023 | $271,038 | -5.4% | 3,646 | -7.4% | 0.00% | – |
| Q1 2023 | $286,571 | -25.4% | 3,939 | -17.0% | 0.00% | – |
| Q4 2021 | $384,000 | +91.0% | 4,744 | +73.5% | 0.00% | – |
| Q3 2021 | $201,000 | -3.4% | 2,735 | -3.0% | 0.00% | – |
| Q2 2021 | $208,000 | +2.0% | 2,821 | -4.4% | 0.00% | – |
| Q1 2021 | $204,000 | -3.3% | 2,950 | -5.1% | 0.00% | – |
| Q4 2020 | $211,000 | -7.0% | 3,109 | -16.8% | 0.00% | – |
| Q2 2020 | $227,000 | +4.6% | 3,736 | -7.2% | 0.00% | – |
| Q1 2020 | $217,000 | -24.1% | 4,026 | -7.6% | 0.00% | – |
| Q4 2019 | $286,000 | +39.5% | 4,359 | +21.4% | 0.00% | – |
| Q3 2018 | $205,000 | – | 3,592 | – | 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% |