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 | $632,167 | -3.0% | 8,734 | -0.3% | 0.23% | +1.3% |
Q2 2023 | $651,428 | +2.2% | 8,764 | 0.0% | 0.23% | -3.4% |
Q1 2023 | $637,493 | +0.9% | 8,764 | 0.0% | 0.24% | -0.4% |
Q4 2022 | $631,884 | +9.1% | 8,764 | 0.0% | 0.24% | +10.7% |
Q3 2022 | $579,000 | -5.9% | 8,764 | 0.0% | 0.21% | +2.9% |
Q2 2022 | $615,000 | -9.6% | 8,764 | 0.0% | 0.21% | +11.8% |
Q1 2022 | $680,000 | -9.1% | 8,764 | -5.3% | 0.19% | -0.5% |
Q4 2021 | $748,000 | +8.9% | 9,250 | -1.1% | 0.19% | +0.5% |
Q3 2021 | $687,000 | -0.1% | 9,350 | – | 0.19% | -0.5% |
Q2 2021 | $688,000 | +6.3% | 0 | -100.0% | 0.19% | -1.6% |
Q1 2021 | $647,000 | +1.6% | 9,350 | -0.3% | 0.19% | -3.6% |
Q4 2020 | $637,000 | +3.7% | 9,380 | -2.6% | 0.20% | -7.1% |
Q3 2020 | $614,000 | +4.1% | 9,630 | -1.0% | 0.21% | -7.0% |
Q2 2020 | $590,000 | +17.1% | 9,730 | +4.3% | 0.23% | -8.4% |
Q1 2020 | $504,000 | +11.8% | 9,330 | +35.8% | 0.25% | +48.2% |
Q4 2019 | $451,000 | +80.4% | 6,870 | +76.2% | 0.17% | +68.0% |
Q3 2019 | $250,000 | – | 3,900 | – | 0.10% | – |
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% |