ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $478,712 | +22.6% | 6,614 | +25.9% | 0.02% | +20.0% |
Q2 2023 | $390,358 | +5.2% | 5,252 | +2.9% | 0.02% | -4.8% |
Q1 2023 | $371,107 | +3.1% | 5,102 | +2.2% | 0.02% | -4.5% |
Q4 2022 | $360,061 | +8.1% | 4,994 | -0.7% | 0.02% | +10.0% |
Q3 2022 | $333,000 | -9.0% | 5,031 | -3.4% | 0.02% | -4.8% |
Q2 2022 | $366,000 | -41.4% | 5,210 | -35.4% | 0.02% | -27.6% |
Q1 2022 | $625,000 | +7.9% | 8,060 | +12.6% | 0.03% | +7.4% |
Q4 2021 | $579,000 | +40.2% | 7,159 | +27.4% | 0.03% | +28.6% |
Q3 2021 | $413,000 | -15.0% | 5,620 | -15.0% | 0.02% | -16.0% |
Q2 2021 | $486,000 | +60.9% | 6,609 | +51.7% | 0.02% | +38.9% |
Q1 2021 | $302,000 | +40.5% | 4,358 | +19.0% | 0.02% | -30.8% |
Q1 2019 | $215,000 | -41.1% | 3,661 | -49.4% | 0.03% | -44.7% |
Q3 2017 | $365,000 | – | 7,241 | – | 0.05% | – |
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% |