ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $267 | -85.7% | 3,591 | -86.0% | 0.11% | -86.8% |
Q1 2023 | $1,872 | +45.3% | 25,740 | +44.1% | 0.83% | +77.9% |
Q4 2022 | $1,288 | -99.6% | 17,868 | +293.9% | 0.47% | +179.6% |
Q2 2022 | $318,000 | -85.0% | 4,536 | -83.4% | 0.17% | -74.5% |
Q1 2022 | $2,123,000 | -30.3% | 27,375 | -27.3% | 0.66% | +20.4% |
Q4 2021 | $3,046,000 | +14.1% | 37,648 | -2.4% | 0.54% | -21.6% |
Q1 2021 | $2,670,000 | +98.4% | 38,589 | +94.6% | 0.70% | +114.5% |
Q4 2020 | $1,346,000 | +184.0% | 19,826 | +174.5% | 0.32% | +77.0% |
Q4 2019 | $474,000 | -70.0% | 7,222 | -70.7% | 0.18% | -80.6% |
Q3 2019 | $1,579,000 | +12.1% | 24,641 | +8.0% | 0.94% | +19.1% |
Q2 2019 | $1,409,000 | +181.2% | 22,820 | +167.6% | 0.79% | +45.3% |
Q1 2019 | $501,000 | -40.2% | 8,527 | -46.7% | 0.54% | -38.6% |
Q4 2018 | $838,000 | -64.1% | 15,993 | -60.9% | 0.89% | -18.3% |
Q3 2018 | $2,332,000 | +76.4% | 40,880 | +64.4% | 1.09% | +49.2% |
Q2 2018 | $1,322,000 | +110.2% | 24,865 | +105.1% | 0.73% | +29.3% |
Q1 2018 | $629,000 | – | 12,121 | – | 0.56% | – |
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% |