SILVERCREST ASSET MANAGEMENT GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.

Quarter-by-quarter ownership
SILVERCREST ASSET MANAGEMENT GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$470,518
-2.6%
6,5010.0%0.00%
+33.3%
Q2 2023$483,195
+2.4%
6,501
+0.2%
0.00%
-25.0%
Q1 2023$471,800
+1.2%
6,486
+0.3%
0.00%0.0%
Q4 2022$466,415
+9.5%
6,469
+0.3%
0.00%0.0%
Q3 2022$426,000
-5.8%
6,451
+0.3%
0.00%
+33.3%
Q2 2022$452,000
-9.2%
6,433
+0.2%
0.00%0.0%
Q1 2022$498,000
-8.5%
6,421
-4.6%
0.00%0.0%
Q4 2021$544,000
+15.7%
6,730
+5.2%
0.00%0.0%
Q3 2021$470,000
-24.7%
6,397
-24.6%
0.00%
-25.0%
Q2 2021$624,000
+6.5%
8,483
+0.1%
0.00%0.0%
Q1 2021$586,000
-77.0%
8,472
-77.4%
0.00%
-78.9%
Q4 2020$2,544,000
-76.7%
37,464
-78.1%
0.02%
-79.8%
Q3 2020$10,905,000
+4.8%
171,107
-0.3%
0.09%
+2.2%
Q2 2020$10,409,000
+19.5%
171,691
+6.5%
0.09%
-1.1%
Q1 2020$8,709,000
-7.8%
161,253
+12.0%
0.09%
+27.4%
Q4 2019$9,446,000
+17.8%
143,989
+15.1%
0.07%
+10.6%
Q3 2019$8,021,000
+67.5%
125,139
+61.3%
0.07%
+46.7%
Q2 2019$4,788,000
+15.4%
77,565
+9.9%
0.04%
+9.8%
Q1 2019$4,149,000
+276.8%
70,556
+235.8%
0.04%
+241.7%
Q4 2018$1,101,000
+15.5%
21,013
+25.8%
0.01%
+33.3%
Q3 2018$953,000
+202.5%
16,706
+145.4%
0.01%
+125.0%
Q2 2016$315,0006,8090.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 382,000$27,649,14622.63%
Financial Advisors, LLC 1,084,310$78,482,32919.43%
Wealth Advisors of Iowa, LLC 327,608$23,712,27016.68%
Sovereign Investment Advisors, LLC 384,417$27,824,11010.91%
Wells Financial Advisors INC 190,211$13,767,46710.70%
Halpern Financial, Inc. 420,898$30,464,59510.52%
GRAYHAWK INVESTMENT STRATEGIES INC. 201,535$14,587,1039.79%
Darrow Company, Inc. 153,486$11,109,3529.74%
Lowe Wealth Advisors, LLC 249,740$18,076,1459.61%
Adaptive Financial Consulting, LLC 221,023$15,997,6709.06%
View complete list of ISHARES TR shareholders