ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 366 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,995 | -16.3% | 4,725 | -14.1% | 0.02% | -15.4% |
| Q2 2023 | $408,815 | +0.4% | 5,500 | -1.8% | 0.03% | -3.7% |
| Q1 2023 | $407,344 | +0.9% | 5,600 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $403,760 | +7.7% | 5,600 | -1.3% | 0.03% | +3.7% |
| Q3 2022 | $375,000 | -13.4% | 5,675 | -8.1% | 0.03% | -10.0% |
| Q2 2022 | $433,000 | -41.3% | 6,175 | -35.2% | 0.03% | -34.8% |
| Q1 2022 | $738,000 | -4.9% | 9,525 | -0.8% | 0.05% | -8.0% |
| Q4 2021 | $776,000 | +5.4% | 9,600 | -4.2% | 0.05% | 0.0% |
| Q3 2021 | $736,000 | -8.2% | 10,025 | -8.0% | 0.05% | -9.1% |
| Q2 2021 | $802,000 | -4.3% | 10,900 | -10.1% | 0.06% | +83.3% |
| Q1 2021 | $838,000 | +1.8% | 12,125 | 0.0% | 0.03% | -11.8% |
| Q4 2020 | $823,000 | -50.3% | 12,125 | -53.4% | 0.03% | -56.4% |
| Q3 2020 | $1,656,000 | +26.6% | 26,000 | +20.5% | 0.08% | +23.8% |
| Q2 2020 | $1,308,000 | +6.6% | 21,575 | -5.1% | 0.06% | -13.7% |
| Q1 2020 | $1,227,000 | +4.0% | 22,725 | +26.2% | 0.07% | +25.9% |
| Q4 2019 | $1,180,000 | -8.0% | 18,000 | -10.1% | 0.06% | -9.4% |
| Q3 2019 | $1,283,000 | +3.8% | 20,025 | 0.0% | 0.06% | +3.2% |
| Q2 2019 | $1,236,000 | +10.3% | 20,025 | +5.0% | 0.06% | +3.3% |
| Q1 2019 | $1,121,000 | +103.1% | 19,075 | +80.8% | 0.06% | +81.8% |
| Q4 2018 | $552,000 | +61.9% | 10,550 | +76.6% | 0.03% | +73.7% |
| Q3 2018 | $341,000 | +16.8% | 5,975 | +8.6% | 0.02% | +11.8% |
| Q2 2018 | $292,000 | +2.5% | 5,500 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $285,000 | +33.2% | 5,500 | +35.8% | 0.02% | +38.5% |
| Q4 2017 | $214,000 | -0.5% | 4,050 | -8.0% | 0.01% | -7.1% |
| Q2 2017 | $215,000 | +2.4% | 4,400 | 0.0% | 0.01% | -6.7% |
| Q1 2017 | $210,000 | -11.4% | 4,400 | -15.8% | 0.02% | -16.7% |
| Q3 2016 | $237,000 | – | 5,225 | – | 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% |