ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $333,889 | -4.4% | 4,613 | -1.8% | 0.03% | -3.7% |
Q2 2023 | $349,203 | -1.8% | 4,698 | -3.9% | 0.03% | -6.9% |
Q1 2023 | $355,554 | +0.3% | 4,888 | -0.6% | 0.03% | -3.3% |
Q4 2022 | $354,588 | -2.9% | 4,918 | -10.9% | 0.03% | -9.1% |
Q3 2022 | $365,000 | +7.7% | 5,518 | +14.3% | 0.03% | +10.0% |
Q2 2022 | $339,000 | +1.5% | 4,828 | +12.0% | 0.03% | +20.0% |
Q1 2022 | $334,000 | -28.5% | 4,309 | -25.3% | 0.02% | -24.2% |
Q4 2021 | $467,000 | +19.1% | 5,767 | +8.2% | 0.03% | +6.5% |
Q3 2021 | $392,000 | -20.5% | 5,328 | -20.5% | 0.03% | -18.4% |
Q2 2021 | $493,000 | -8.5% | 6,702 | -13.9% | 0.04% | -13.6% |
Q1 2021 | $539,000 | -53.5% | 7,783 | -54.5% | 0.04% | -56.0% |
Q4 2020 | $1,160,000 | -8.9% | 17,096 | -14.4% | 0.10% | -19.4% |
Q3 2020 | $1,273,000 | +9.5% | 19,978 | +4.2% | 0.12% | 0.0% |
Q2 2020 | $1,163,000 | +7.2% | 19,179 | -4.5% | 0.12% | -11.4% |
Q1 2020 | $1,085,000 | -16.7% | 20,081 | +1.2% | 0.14% | +6.9% |
Q4 2019 | $1,302,000 | +3.1% | 19,847 | +0.7% | 0.13% | -4.4% |
Q3 2019 | $1,263,000 | +1.5% | 19,711 | -2.2% | 0.14% | +0.7% |
Q2 2019 | $1,244,000 | +4.8% | 20,145 | -0.2% | 0.14% | +4.6% |
Q1 2019 | $1,187,000 | +17.4% | 20,179 | +4.6% | 0.13% | +4.8% |
Q4 2018 | $1,011,000 | +5.9% | 19,291 | +15.2% | 0.12% | +22.8% |
Q3 2018 | $955,000 | +10.8% | 16,741 | +3.2% | 0.10% | +3.1% |
Q2 2018 | $862,000 | +6.7% | 16,221 | +4.3% | 0.10% | +4.3% |
Q1 2018 | $808,000 | +41.5% | 15,553 | +43.7% | 0.09% | +46.9% |
Q4 2017 | $571,000 | +48.7% | 10,827 | +41.8% | 0.06% | +42.2% |
Q3 2017 | $384,000 | – | 7,637 | – | 0.04% | – |
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% |