ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,359 | -16.0% | 129,305 | -13.7% | 0.09% | -10.6% |
Q2 2023 | $11,138 | +12.5% | 149,856 | +9.1% | 0.10% | -25.7% |
Q4 2022 | $9,899 | -99.9% | 137,305 | +6.8% | 0.14% | +52.2% |
Q3 2022 | $8,496,000 | +244.7% | 128,537 | +304.4% | 0.09% | +411.1% |
Q1 2022 | $2,465,000 | -18.6% | 31,785 | -15.1% | 0.02% | +5.9% |
Q4 2021 | $3,027,000 | -57.2% | 37,426 | -61.1% | 0.02% | -60.5% |
Q3 2021 | $7,075,000 | -24.6% | 96,266 | -29.0% | 0.04% | -54.7% |
Q1 2021 | $9,379,000 | +745.7% | 135,559 | +729.0% | 0.10% | +331.8% |
Q4 2020 | $1,109,000 | -82.8% | 16,352 | -83.9% | 0.02% | -88.3% |
Q3 2020 | $6,455,000 | +360.7% | 101,290 | +290.2% | 0.19% | +108.9% |
Q1 2020 | $1,401,000 | +142.0% | 25,957 | +193.7% | 0.09% | +260.0% |
Q4 2019 | $579,000 | +19.1% | 8,838 | +6.9% | 0.02% | -66.7% |
Q1 2019 | $486,000 | +50.0% | 8,267 | +33.4% | 0.08% | +63.0% |
Q4 2018 | $324,000 | +19.1% | 6,196 | +20.2% | 0.05% | -83.4% |
Q4 2017 | $272,000 | -65.6% | 5,154 | -67.2% | 0.28% | -71.7% |
Q3 2017 | $790,000 | -31.5% | 15,710 | -33.4% | 0.98% | -46.4% |
Q2 2017 | $1,154,000 | -64.8% | 23,602 | -67.4% | 1.83% | -56.3% |
Q4 2016 | $3,276,000 | -14.1% | 72,462 | -13.7% | 4.18% | +24.4% |
Q3 2016 | $3,813,000 | +818.8% | 83,952 | +834.7% | 3.36% | +1232.5% |
Q2 2016 | $415,000 | -8.4% | 8,982 | -13.0% | 0.25% | -46.7% |
Q1 2016 | $453,000 | -68.6% | 10,320 | -71.1% | 0.47% | -30.2% |
Q2 2015 | $1,441,000 | – | 35,743 | – | 0.68% | – |
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% |