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 | $1,231 | -2.6% | 17 | 0.0% | 0.00% | – |
Q2 2023 | $1,264 | +2.2% | 17 | 0.0% | 0.00% | – |
Q1 2023 | $1,237 | +0.9% | 17 | 0.0% | 0.00% | – |
Q4 2022 | $1,226 | -93.9% | 17 | -93.7% | 0.00% | -100.0% |
Q2 2021 | $20,000 | -33.3% | 270 | -37.2% | 0.00% | -50.0% |
Q1 2021 | $30,000 | +3.4% | 430 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $29,000 | -35.6% | 430 | -39.7% | 0.00% | -33.3% |
Q3 2020 | $45,000 | -95.6% | 713 | -95.8% | 0.00% | -95.8% |
Q2 2020 | $1,027,000 | -12.4% | 16,939 | -21.9% | 0.07% | -28.0% |
Q1 2020 | $1,172,000 | -15.7% | 21,693 | +2.3% | 0.10% | +7.5% |
Q4 2019 | $1,391,000 | +6.6% | 21,208 | +4.1% | 0.09% | -1.1% |
Q3 2019 | $1,305,000 | +25.5% | 20,363 | +20.9% | 0.09% | +20.5% |
Q2 2019 | $1,040,000 | +21.2% | 16,848 | +15.5% | 0.08% | +16.4% |
Q1 2019 | $858,000 | +14.4% | 14,589 | +2.0% | 0.07% | -2.9% |
Q4 2018 | $750,000 | -8.2% | 14,309 | -0.1% | 0.07% | +7.8% |
Q3 2018 | $817,000 | +7.1% | 14,327 | -0.2% | 0.06% | -1.5% |
Q2 2018 | $763,000 | +0.9% | 14,360 | -1.4% | 0.06% | -1.5% |
Q1 2018 | $756,000 | +3.4% | 14,565 | +5.2% | 0.07% | +3.1% |
Q4 2017 | $731,000 | +8.3% | 13,845 | +3.3% | 0.06% | +4.9% |
Q3 2017 | $675,000 | +12.1% | 13,405 | +9.0% | 0.06% | +5.2% |
Q2 2017 | $602,000 | +24.6% | 12,299 | +21.5% | 0.06% | +18.4% |
Q1 2017 | $483,000 | +6.4% | 10,126 | +0.8% | 0.05% | +2.1% |
Q4 2016 | $454,000 | +11.0% | 10,047 | +11.7% | 0.05% | +6.7% |
Q3 2016 | $409,000 | +10.8% | 8,994 | +7.1% | 0.04% | +4.7% |
Q1 2016 | $369,000 | +5.1% | 8,400 | 0.0% | 0.04% | -2.3% |
Q4 2015 | $351,000 | – | 8,400 | – | 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% |