ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $326,000 | -6.1% | 4,926 | -0.2% | 0.02% | -6.2% |
Q2 2022 | $347,000 | -15.2% | 4,937 | -6.4% | 0.02% | -11.1% |
Q1 2022 | $409,000 | -4.2% | 5,276 | 0.0% | 0.02% | -14.3% |
Q4 2021 | $427,000 | +10.1% | 5,276 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $388,000 | -11.4% | 5,276 | -11.3% | 0.02% | -16.0% |
Q2 2021 | $438,000 | -2.9% | 5,950 | -8.7% | 0.02% | -19.4% |
Q1 2021 | $451,000 | +2.0% | 6,515 | 0.0% | 0.03% | 0.0% |
Q4 2020 | $442,000 | +6.5% | 6,515 | 0.0% | 0.03% | -6.1% |
Q3 2020 | $415,000 | +5.1% | 6,515 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $395,000 | -47.8% | 6,515 | -43.4% | 0.03% | -43.1% |
Q4 2019 | $756,000 | -6.1% | 11,517 | -8.3% | 0.06% | -13.4% |
Q3 2019 | $805,000 | – | 12,553 | – | 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% |