ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $470,518 | -2.6% | 6,501 | 0.0% | 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 | $315,000 | – | 6,809 | – | 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% |