ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $21,000 | +10.5% | 254 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $19,000 | 0.0% | 254 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $19,000 | +5.6% | 254 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $18,000 | +5.9% | 254 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $17,000 | -94.9% | 254 | -95.1% | 0.00% | -94.8% |
Q3 2020 | $333,000 | -79.8% | 5,220 | -80.8% | 0.08% | -75.4% |
Q2 2020 | $1,650,000 | -22.0% | 27,216 | -30.0% | 0.31% | -31.8% |
Q1 2020 | $2,115,000 | -16.8% | 38,874 | +0.1% | 0.46% | -9.6% |
Q4 2019 | $2,542,000 | +4.0% | 38,842 | +1.8% | 0.51% | -9.8% |
Q3 2019 | $2,444,000 | +6.7% | 38,139 | +2.6% | 0.56% | +10.8% |
Q2 2019 | $2,291,000 | +14.3% | 37,173 | +9.0% | 0.51% | +2.8% |
Q1 2019 | $2,005,000 | +24.9% | 34,105 | +11.4% | 0.49% | +9.1% |
Q4 2018 | $1,605,000 | +64.8% | 30,622 | +79.4% | 0.45% | +93.6% |
Q3 2018 | $974,000 | +56.1% | 17,070 | +45.5% | 0.23% | +47.2% |
Q2 2018 | $624,000 | +244.8% | 11,731 | +236.5% | 0.16% | +231.2% |
Q1 2018 | $181,000 | +178.5% | 3,486 | +180.0% | 0.05% | +166.7% |
Q4 2017 | $65,000 | +3.2% | 1,245 | 0.0% | 0.02% | -5.3% |
Q3 2017 | $63,000 | +3.3% | 1,245 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $61,000 | – | 1,245 | – | 0.02% | – |
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% |