ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $585,337 | +1.4% | 8,087 | +4.2% | 0.01% | 0.0% |
| Q2 2023 | $577,098 | -4.7% | 7,764 | -6.7% | 0.01% | 0.0% |
| Q1 2023 | $605,488 | +147.4% | 8,324 | +145.2% | 0.01% | +150.0% |
| Q4 2022 | $244,780 | +30.9% | 3,395 | +19.8% | 0.00% | 0.0% |
| Q3 2022 | $187,000 | -6.0% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $199,000 | -9.5% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $220,000 | -3.9% | 2,835 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $229,000 | +10.1% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $208,000 | -0.5% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $209,000 | +6.6% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $196,000 | +2.1% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $192,000 | +6.1% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $181,000 | +5.2% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $172,000 | +12.4% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $153,000 | -63.4% | 2,835 | -55.6% | 0.00% | -66.7% |
| Q4 2019 | $418,000 | +129.7% | 6,378 | +125.0% | 0.00% | +200.0% |
| Q3 2019 | $182,000 | +4.0% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $175,000 | +4.8% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $167,000 | +11.3% | 2,835 | -1.2% | 0.00% | 0.0% |
| Q4 2018 | $150,000 | -7.4% | 2,870 | +1.2% | 0.00% | 0.0% |
| Q3 2018 | $162,000 | +7.3% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $151,000 | +2.7% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $147,000 | -2.0% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $150,000 | +4.9% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $143,000 | +2.9% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $139,000 | +3.0% | 2,835 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $135,000 | – | 2,835 | – | 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% |