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 | $425,160 | -2.6% | 5,874 | 0.0% | 0.06% | +1.6% |
Q2 2023 | $436,614 | +2.2% | 5,874 | 0.0% | 0.06% | -3.1% |
Q1 2023 | $427,275 | +0.9% | 5,874 | 0.0% | 0.06% | -5.8% |
Q4 2022 | $423,515 | +9.2% | 5,874 | 0.0% | 0.07% | -1.4% |
Q3 2022 | $388,000 | -5.8% | 5,874 | 0.0% | 0.07% | 0.0% |
Q2 2022 | $412,000 | -13.6% | 5,874 | -4.5% | 0.07% | +1.4% |
Q1 2022 | $477,000 | +0.4% | 6,149 | +4.7% | 0.07% | +3.0% |
Q4 2021 | $475,000 | +10.0% | 5,874 | 0.0% | 0.07% | +3.1% |
Q3 2021 | $432,000 | 0.0% | 5,874 | 0.0% | 0.06% | 0.0% |
Q2 2021 | $432,000 | +6.4% | 5,874 | 0.0% | 0.06% | 0.0% |
Q1 2021 | $406,000 | +1.8% | 5,874 | 0.0% | 0.06% | -5.8% |
Q4 2020 | $399,000 | +6.7% | 5,874 | 0.0% | 0.07% | -5.5% |
Q3 2020 | $374,000 | +5.1% | 5,874 | 0.0% | 0.07% | -1.4% |
Q2 2020 | $356,000 | +12.3% | 5,874 | 0.0% | 0.07% | -1.3% |
Q1 2020 | $317,000 | -17.7% | 5,874 | 0.0% | 0.08% | -2.6% |
Q4 2019 | $385,000 | +2.1% | 5,874 | 0.0% | 0.08% | -4.9% |
Q3 2019 | $377,000 | +3.9% | 5,874 | 0.0% | 0.08% | +3.8% |
Q2 2019 | $363,000 | +5.2% | 5,874 | 0.0% | 0.08% | +1.3% |
Q1 2019 | $345,000 | +12.0% | 5,874 | 0.0% | 0.08% | +1.3% |
Q4 2018 | $308,000 | -8.1% | 5,874 | 0.0% | 0.08% | +2.7% |
Q3 2018 | $335,000 | +7.4% | 5,874 | 0.0% | 0.07% | +2.8% |
Q2 2018 | $312,000 | +2.3% | 5,874 | 0.0% | 0.07% | 0.0% |
Q1 2018 | $305,000 | -1.6% | 5,874 | 0.0% | 0.07% | +2.9% |
Q4 2017 | $310,000 | +4.7% | 5,874 | 0.0% | 0.07% | 0.0% |
Q3 2017 | $296,000 | +3.1% | 5,874 | 0.0% | 0.07% | +2.9% |
Q2 2017 | $287,000 | +2.5% | 5,874 | 0.0% | 0.07% | +3.0% |
Q1 2017 | $280,000 | +5.3% | 5,874 | 0.0% | 0.07% | +1.5% |
Q4 2016 | $266,000 | -0.4% | 5,874 | 0.0% | 0.06% | -1.5% |
Q3 2016 | $267,000 | -2.9% | 5,874 | -1.3% | 0.07% | -4.3% |
Q2 2016 | $275,000 | +5.0% | 5,954 | 0.0% | 0.07% | +3.0% |
Q1 2016 | $262,000 | +5.2% | 5,954 | 0.0% | 0.07% | +3.1% |
Q4 2015 | $249,000 | +5.5% | 5,954 | 0.0% | 0.06% | -1.5% |
Q3 2015 | $236,000 | – | 5,954 | – | 0.07% | – |
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% |