ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,498 | -2.6% | 297 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $22,076 | +2.4% | 297 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $21,556 | +1.1% | 296 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,311 | +12.2% | 296 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -9.5% | 295 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -8.7% | 294 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | -41.0% | 293 | -44.2% | 0.00% | -50.0% |
| Q3 2021 | $39,000 | -18.8% | 525 | -20.0% | 0.00% | -20.0% |
| Q2 2021 | $48,000 | -98.4% | 656 | -98.5% | 0.01% | -98.5% |
| Q1 2021 | $3,007,000 | +12.7% | 43,460 | +10.6% | 0.34% | +6.6% |
| Q4 2020 | $2,667,000 | +11.5% | 39,284 | +4.6% | 0.32% | +0.6% |
| Q3 2020 | $2,393,000 | +10.7% | 37,545 | +5.3% | 0.32% | +4.6% |
| Q2 2020 | $2,162,000 | +8.5% | 35,651 | -3.4% | 0.30% | -9.3% |
| Q1 2020 | $1,992,000 | -23.9% | 36,889 | -7.6% | 0.33% | -16.5% |
| Q4 2019 | $2,619,000 | -1.1% | 39,925 | -3.4% | 0.40% | -7.4% |
| Q3 2019 | $2,649,000 | +4.6% | 41,326 | +0.8% | 0.43% | +2.9% |
| Q2 2019 | $2,532,000 | +12.1% | 41,017 | +6.8% | 0.42% | +7.2% |
| Q1 2019 | $2,258,000 | +25.8% | 38,403 | +12.1% | 0.39% | +14.0% |
| Q4 2018 | $1,795,000 | +220.0% | 34,249 | +248.0% | 0.34% | +250.0% |
| Q3 2018 | $561,000 | +24.4% | 9,841 | +16.0% | 0.10% | +12.6% |
| Q2 2018 | $451,000 | -12.8% | 8,482 | -14.9% | 0.09% | -14.7% |
| Q1 2018 | $517,000 | -55.7% | 9,962 | -54.9% | 0.10% | -52.8% |
| Q4 2017 | $1,166,000 | +10.7% | 22,095 | +5.6% | 0.22% | +4.9% |
| Q3 2017 | $1,053,000 | +2468.3% | 20,927 | +2379.5% | 0.21% | +2475.0% |
| Q2 2017 | $41,000 | – | 844 | – | 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% |