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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,584 | +103.1% | 77 | +108.1% | 0.00% | – |
| Q2 2023 | $2,750 | -70.2% | 37 | -70.9% | 0.00% | – |
| Q1 2023 | $9,238 | -95.7% | 127 | -95.8% | 0.00% | -100.0% |
| Q4 2022 | $217,237 | +538.9% | 3,013 | +483.9% | 0.01% | +600.0% |
| Q3 2022 | $34,000 | -40.4% | 516 | -36.1% | 0.00% | -50.0% |
| Q2 2022 | $57,000 | +54.1% | 808 | +71.2% | 0.00% | +100.0% |
| Q1 2022 | $37,000 | 0.0% | 472 | +1.9% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | +8.8% | 463 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $34,000 | -20.9% | 462 | -20.1% | 0.00% | 0.0% |
| Q2 2021 | $43,000 | +7.5% | 578 | -0.3% | 0.00% | 0.0% |
| Q1 2021 | $40,000 | -31.0% | 580 | -36.1% | 0.00% | -50.0% |
| Q4 2020 | $58,000 | 0.0% | 908 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $58,000 | +31.8% | 908 | +23.9% | 0.00% | 0.0% |
| Q2 2020 | $44,000 | +18.9% | 733 | +6.1% | 0.00% | 0.0% |
| Q1 2020 | $37,000 | -17.8% | 691 | +0.3% | 0.00% | 0.0% |
| Q4 2019 | $45,000 | -38.4% | 689 | -39.4% | 0.00% | -50.0% |
| Q3 2019 | $73,000 | +356.2% | 1,137 | +334.0% | 0.00% | +300.0% |
| Q2 2019 | $16,000 | -23.8% | 262 | -27.4% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | -73.4% | 361 | -76.0% | 0.00% | -80.0% |
| Q4 2018 | $79,000 | +46.3% | 1,507 | +181.7% | 0.01% | +66.7% |
| Q3 2018 | $54,000 | +12.5% | 535 | -41.3% | 0.00% | 0.0% |
| Q2 2018 | $48,000 | -14.3% | 912 | -15.1% | 0.00% | 0.0% |
| Q1 2018 | $56,000 | +24.4% | 1,074 | +25.0% | 0.00% | 0.0% |
| Q4 2017 | $45,000 | +50.0% | 859 | +38.1% | 0.00% | +50.0% |
| Q2 2017 | $30,000 | -25.0% | 622 | -26.5% | 0.00% | -33.3% |
| Q1 2017 | $40,000 | +166.7% | 846 | +162.7% | 0.00% | +200.0% |
| Q4 2016 | $15,000 | -73.2% | 322 | -77.1% | 0.00% | -87.5% |
| Q3 2015 | $56,000 | -1.8% | 1,408 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $57,000 | -1.7% | 1,408 | 0.0% | 0.01% | -11.1% |
| Q1 2015 | $58,000 | +1.8% | 1,408 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $57,000 | +7.5% | 1,408 | 0.0% | 0.01% | -10.0% |
| Q3 2014 | $53,000 | +1.9% | 1,408 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $52,000 | – | 1,408 | – | 0.01% | – |
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% |