ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $558,438 | -2.6% | 7,715 | 0.0% | 0.16% | -0.6% |
Q2 2023 | $573,481 | +2.2% | 7,715 | +0.1% | 0.16% | -1.8% |
Q1 2023 | $560,916 | +100965.9% | 7,711 | +0.1% | 0.16% | +16400.0% |
Q4 2022 | $555 | -99.9% | 7,706 | -2.6% | 0.00% | 0.0% |
Q3 2022 | $522,000 | -5.9% | 7,908 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $555,000 | -4.3% | 7,908 | +5.7% | 0.00% | 0.0% |
Q1 2022 | $580,000 | -4.1% | 7,484 | +0.0% | 0.00% | 0.0% |
Q4 2021 | $605,000 | +10.2% | 7,481 | +0.1% | 0.00% | 0.0% |
Q3 2021 | $549,000 | -1.4% | 7,477 | -1.3% | 0.00% | 0.0% |
Q2 2021 | $557,000 | +3.7% | 7,573 | -2.5% | 0.00% | 0.0% |
Q1 2021 | $537,000 | -9.3% | 7,770 | -11.0% | 0.00% | -50.0% |
Q4 2020 | $592,000 | -4.4% | 8,735 | -10.2% | 0.00% | – |
Q3 2020 | $619,000 | -3.4% | 9,727 | -8.1% | 0.00% | – |
Q2 2020 | $641,000 | 0.0% | 10,585 | -10.9% | 0.00% | – |
Q1 2020 | $641,000 | +19.6% | 11,879 | +36.6% | 0.00% | -100.0% |
Q2 2019 | $536,000 | -99.9% | 8,696 | +9.2% | 0.00% | -99.3% |
Q4 2018 | $417,177,000 | +10.7% | 7,961 | +12.5% | 0.15% | +15.0% |
Q2 2018 | $376,802,000 | +4.3% | 7,077 | +0.1% | 0.13% | -32.8% |
Q1 2018 | $361,190,000 | -4.4% | 7,072 | +0.0% | 0.20% | -3.4% |
Q4 2017 | $377,868,000 | +5.5% | 7,070 | +0.0% | 0.20% | -5.1% |
Q3 2017 | $358,268,000 | +4.0% | 7,067 | +0.0% | 0.22% | -4.0% |
Q2 2017 | $344,566,000 | +2.3% | 7,065 | +0.0% | 0.22% | +39.8% |
Q1 2017 | $336,847,000 | – | 7,062 | – | 0.16% | – |
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% |