ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $138,000 | -4.2% | 1,776 | 0.0% | 0.04% | -4.9% |
Q4 2021 | $144,000 | +9.9% | 1,776 | 0.0% | 0.04% | +2.5% |
Q3 2021 | $131,000 | 0.0% | 1,776 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $131,000 | +6.5% | 1,776 | 0.0% | 0.04% | -2.4% |
Q1 2021 | $123,000 | +1.7% | 1,776 | 0.0% | 0.04% | -12.8% |
Q4 2020 | $121,000 | +7.1% | 1,776 | 0.0% | 0.05% | -4.1% |
Q3 2020 | $113,000 | +4.6% | 1,776 | 0.0% | 0.05% | -2.0% |
Q2 2020 | $108,000 | +12.5% | 1,776 | 0.0% | 0.05% | 0.0% |
Q1 2020 | $96,000 | -17.9% | 1,776 | 0.0% | 0.05% | 0.0% |
Q4 2019 | $117,000 | +2.6% | 1,776 | 0.0% | 0.05% | -5.7% |
Q3 2019 | $114,000 | +3.6% | 1,776 | 0.0% | 0.05% | +1.9% |
Q2 2019 | $110,000 | +5.8% | 1,776 | 0.0% | 0.05% | -1.9% |
Q1 2019 | $104,000 | +11.8% | 1,776 | 0.0% | 0.05% | +3.9% |
Q4 2018 | $93,000 | -76.9% | 1,776 | -99.2% | 0.05% | -73.7% |
Q3 2018 | $403,000 | +333.3% | 221,776 | +12387.4% | 0.19% | +280.4% |
Q4 2017 | $93,000 | – | 1,776 | – | 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% |