ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $563,840 | -1.9% | 7,790 | +0.8% | 0.00% | 0.0% |
Q2 2023 | $574,645 | +1.6% | 7,731 | -0.6% | 0.00% | 0.0% |
Q1 2023 | $565,844 | +0.5% | 7,779 | -0.4% | 0.00% | 0.0% |
Q4 2022 | $562,885 | +9.1% | 7,807 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $516,000 | -13.1% | 7,807 | -7.8% | 0.00% | 0.0% |
Q2 2022 | $594,000 | -13.3% | 8,465 | -4.2% | 0.00% | 0.0% |
Q1 2022 | $685,000 | +179.6% | 8,832 | +191.6% | 0.00% | – |
Q4 2021 | $245,000 | +18.9% | 3,029 | +8.0% | 0.00% | – |
Q3 2021 | $206,000 | -10.4% | 2,804 | -22.3% | 0.00% | – |
Q3 2020 | $230,000 | -7.6% | 3,610 | -12.1% | 0.00% | – |
Q2 2020 | $249,000 | +12.2% | 4,105 | 0.0% | 0.00% | – |
Q1 2020 | $222,000 | -56.0% | 4,105 | -60.1% | 0.00% | -100.0% |
Q2 2017 | $504,000 | -20.6% | 10,294 | -22.6% | 0.00% | 0.0% |
Q1 2017 | $635,000 | +5.7% | 13,304 | +0.1% | 0.00% | 0.0% |
Q4 2016 | $601,000 | -9.8% | 13,285 | -9.3% | 0.00% | 0.0% |
Q3 2016 | $666,000 | +0.5% | 14,651 | +2.2% | 0.00% | 0.0% |
Q2 2016 | $663,000 | +18.4% | 14,342 | +12.6% | 0.00% | 0.0% |
Q1 2016 | $560,000 | +118.8% | 12,742 | +108.0% | 0.00% | – |
Q4 2015 | $256,000 | – | 6,125 | – | 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% |