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 2021 | $1,126,000 | -55.1% | 15,325 | -55.1% | 0.00% | -50.0% |
Q2 2021 | $2,510,000 | +0.0% | 34,095 | -6.0% | 0.00% | 0.0% |
Q1 2021 | $2,509,000 | +3.7% | 36,264 | +1.7% | 0.00% | 0.0% |
Q4 2020 | $2,420,000 | +17.5% | 35,649 | +10.3% | 0.00% | 0.0% |
Q3 2020 | $2,060,000 | +39.5% | 32,320 | +32.7% | 0.00% | +100.0% |
Q2 2020 | $1,477,000 | +18.9% | 24,359 | +5.9% | 0.00% | 0.0% |
Q1 2020 | $1,242,000 | -17.4% | 22,995 | +0.3% | 0.00% | 0.0% |
Q4 2019 | $1,504,000 | -3.2% | 22,930 | -5.4% | 0.00% | 0.0% |
Q3 2019 | $1,554,000 | +13.9% | 24,247 | +9.8% | 0.00% | 0.0% |
Q2 2019 | $1,364,000 | +43.9% | 22,090 | +37.0% | 0.00% | 0.0% |
Q1 2019 | $948,000 | +24.6% | 16,121 | +11.0% | 0.00% | 0.0% |
Q4 2018 | $761,000 | – | 14,524 | – | 0.00% | – |
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% |