ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $149 | -3.9% | 2,073 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $155 | -12.9% | 2,073 | -16.0% | 0.01% | -18.2% |
Q1 2023 | $178 | 0.0% | 2,467 | 0.0% | 0.01% | -8.3% |
Q4 2022 | $178 | -99.9% | 2,467 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $160,000 | +4.6% | 2,467 | +12.6% | 0.01% | +9.1% |
Q2 2022 | $153,000 | +41.7% | 2,190 | +51.1% | 0.01% | +57.1% |
Q1 2022 | $108,000 | -7.7% | 1,449 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $117,000 | -27.8% | 1,449 | -33.7% | 0.01% | -36.4% |
Q3 2021 | $162,000 | +200.0% | 2,186 | +196.6% | 0.01% | +175.0% |
Q2 2021 | $54,000 | +5.9% | 737 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $51,000 | +2.0% | 737 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $50,000 | +6.4% | 737 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $47,000 | +4.4% | 737 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $45,000 | -50.5% | 737 | -56.2% | 0.00% | -60.0% |
Q1 2020 | $91,000 | +46.8% | 1,682 | +78.0% | 0.01% | +66.7% |
Q4 2019 | $62,000 | +1.6% | 945 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $61,000 | +5.2% | 945 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $58,000 | +3.6% | 945 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $56,000 | +12.0% | 945 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $50,000 | -7.4% | 945 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $54,000 | – | 945 | – | 0.01% | – |
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% |