ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 147 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,842,199 | -10.3% | 66,899 | -7.9% | 0.41% | -9.9% |
Q2 2023 | $5,399,564 | -4.4% | 72,643 | -6.5% | 0.45% | -9.2% |
Q1 2023 | $5,650,189 | -60.0% | 77,676 | -60.4% | 0.50% | -63.5% |
Q4 2022 | $14,127,409 | +12.1% | 195,942 | +2.8% | 1.37% | +2.9% |
Q3 2022 | $12,600,000 | -15.8% | 190,618 | -10.6% | 1.33% | -14.7% |
Q2 2022 | $14,968,000 | -10.9% | 213,187 | -1.6% | 1.56% | +1.0% |
Q1 2022 | $16,808,000 | -7.2% | 216,682 | -3.2% | 1.54% | -3.9% |
Q4 2021 | $18,112,000 | +21.4% | 223,882 | +10.3% | 1.60% | +10.9% |
Q3 2021 | $14,916,000 | +3.3% | 202,942 | +3.5% | 1.45% | -0.1% |
Q2 2021 | $14,436,000 | -1.7% | 196,111 | -9.4% | 1.45% | -12.8% |
Q4 2020 | $14,686,000 | +57.4% | 216,355 | +40.6% | 1.66% | -2.9% |
Q2 2020 | $9,328,000 | +342.7% | 153,846 | +379.0% | 1.71% | +351.2% |
Q4 2019 | $2,107,000 | +1.0% | 32,120 | -1.3% | 0.38% | -6.9% |
Q3 2019 | $2,087,000 | +0.0% | 32,556 | -3.6% | 0.41% | +0.2% |
Q2 2019 | $2,086,000 | +2.8% | 33,788 | -2.1% | 0.41% | -1.7% |
Q1 2019 | $2,030,000 | +8.5% | 34,516 | -3.3% | 0.41% | +0.7% |
Q4 2018 | $1,871,000 | +66.8% | 35,703 | +81.5% | 0.41% | +73.7% |
Q3 2018 | $1,122,000 | -40.7% | 19,666 | -44.7% | 0.24% | -58.9% |
Q2 2018 | $1,891,000 | -10.6% | 35,581 | -12.7% | 0.57% | +22.6% |
Q1 2018 | $2,116,000 | -1.9% | 40,756 | -0.3% | 0.47% | -2.7% |
Q4 2017 | $2,158,000 | +6.9% | 40,895 | +2.0% | 0.48% | +2.1% |
Q3 2017 | $2,018,000 | -12.5% | 40,096 | -14.9% | 0.47% | -17.5% |
Q2 2017 | $2,306,000 | +0.9% | 47,125 | -1.6% | 0.57% | -4.2% |
Q1 2017 | $2,285,000 | -24.8% | 47,890 | -28.8% | 0.60% | -29.0% |
Q4 2016 | $3,040,000 | -66.4% | 67,229 | -66.2% | 0.84% | -67.3% |
Q3 2016 | $9,040,000 | -3.3% | 198,992 | -1.7% | 2.56% | -0.2% |
Q2 2016 | $9,350,000 | +7.3% | 202,340 | +2.0% | 2.57% | +8.9% |
Q1 2016 | $8,717,000 | +17.9% | 198,426 | +12.2% | 2.36% | +23.1% |
Q4 2015 | $7,396,000 | +3.7% | 176,870 | -1.8% | 1.92% | +3.6% |
Q3 2015 | $7,133,000 | -2.3% | 180,188 | -0.5% | 1.85% | -6.2% |
Q2 2015 | $7,299,000 | -2.4% | 181,046 | -0.2% | 1.97% | +6.8% |
Q1 2015 | $7,481,000 | +17.9% | 181,322 | +15.7% | 1.85% | +8.6% |
Q4 2014 | $6,345,000 | +42200.0% | 156,739 | +39084.8% | 1.70% | +33920.0% |
Q3 2014 | $15,000 | – | 400 | – | 0.01% | – |
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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% |