ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,190 | -2.6% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $371,947 | +2.2% | 5,004 | 0.0% | 0.01% | -13.3% |
| Q1 2023 | $363,991 | +0.9% | 5,004 | 0.0% | 0.02% | -60.5% |
| Q4 2022 | $360,788 | +9.0% | 5,004 | 0.0% | 0.04% | +137.5% |
| Q3 2022 | $331,000 | -5.7% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $351,000 | -9.5% | 5,004 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $388,000 | -4.2% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $405,000 | +10.1% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $368,000 | 0.0% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $368,000 | +6.4% | 5,004 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $346,000 | +1.8% | 5,004 | 0.0% | 0.01% | -20.0% |
| Q4 2020 | $340,000 | +6.6% | 5,004 | 0.0% | 0.02% | +15.4% |
| Q3 2020 | $319,000 | +5.3% | 5,004 | 0.0% | 0.01% | -23.5% |
| Q2 2020 | $303,000 | +12.2% | 5,004 | 0.0% | 0.02% | -15.0% |
| Q1 2020 | $270,000 | -17.7% | 5,004 | 0.0% | 0.02% | +11.1% |
| Q4 2019 | $328,000 | +2.2% | 5,004 | 0.0% | 0.02% | -5.3% |
| Q3 2019 | $321,000 | +3.9% | 5,004 | 0.0% | 0.02% | +5.6% |
| Q2 2019 | $309,000 | -93.8% | 5,004 | +1602.0% | 0.02% | -10.0% |
| Q1 2019 | $5,004,000 | +1809.9% | 294 | -94.1% | 0.02% | +11.1% |
| Q4 2018 | $262,000 | -8.1% | 5,004 | 0.0% | 0.02% | +12.5% |
| Q3 2018 | $285,000 | +7.1% | 5,004 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $266,000 | +2.3% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $260,000 | -1.5% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $264,000 | +4.8% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $252,000 | +2.9% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $245,000 | – | 5,004 | – | 0.02% | – |
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% |