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 2023 | $3,836 | +35.8% | 53 | +39.5% | 0.00% | – |
| Q2 2023 | $2,825 | -87.8% | 38 | -88.1% | 0.00% | -100.0% |
| Q1 2023 | $23,131 | +77.9% | 318 | +59.0% | 0.00% | +100.0% |
| Q3 2022 | $13,000 | -7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | -64.4% | 200 | -63.7% | 0.00% | -66.7% |
| Q4 2021 | $45,000 | -23.7% | 551 | -31.0% | 0.00% | -25.0% |
| Q3 2021 | $59,000 | -25.3% | 798 | -26.0% | 0.00% | -20.0% |
| Q2 2021 | $79,000 | +5.3% | 1,078 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $75,000 | +2.7% | 1,078 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $73,000 | +231.8% | 1,078 | +158.5% | 0.01% | +150.0% |
| Q4 2018 | $22,000 | -42.1% | 417 | -37.0% | 0.00% | -50.0% |
| Q3 2018 | $38,000 | +8.6% | 662 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $35,000 | +2.9% | 662 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $34,000 | -78.3% | 662 | -77.7% | 0.00% | -81.2% |
| Q4 2017 | $157,000 | +4.7% | 2,972 | 0.0% | 0.02% | +6.7% |
| Q3 2017 | $150,000 | +3650.0% | 2,972 | +4027.8% | 0.02% | – |
| Q2 2017 | $4,000 | +33.3% | 72 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q1 2016 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q4 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q2 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q1 2015 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q4 2014 | $3,000 | – | 72 | – | 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% |