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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4,132,618 | +0.7% | 56,814 | -0.2% | 0.73% | -36.0% |
Q4 2022 | $4,103,319 | +8.8% | 56,912 | -0.2% | 1.14% | +3.8% |
Q3 2022 | $3,770,000 | -6.6% | 57,040 | -0.8% | 1.10% | +65.7% |
Q2 2022 | $4,037,000 | -11.3% | 57,494 | -2.0% | 0.66% | +9.1% |
Q1 2022 | $4,549,000 | -6.4% | 58,643 | -2.4% | 0.61% | +3.8% |
Q4 2021 | $4,860,000 | +8.4% | 60,078 | -1.6% | 0.58% | +0.7% |
Q3 2021 | $4,485,000 | -2.2% | 61,025 | -2.0% | 0.58% | -6.9% |
Q2 2021 | $4,585,000 | +6.7% | 62,285 | +0.3% | 0.62% | -0.6% |
Q1 2021 | $4,296,000 | -21.1% | 62,094 | -22.6% | 0.63% | -36.9% |
Q4 2020 | $5,443,000 | -2.4% | 80,187 | -8.4% | 0.99% | -18.6% |
Q3 2020 | $5,577,000 | -2.4% | 87,505 | -7.2% | 1.22% | -10.8% |
Q2 2020 | $5,717,000 | +23.6% | 94,301 | +10.1% | 1.37% | -6.4% |
Q1 2020 | $4,626,000 | -78.7% | 85,645 | -74.1% | 1.46% | -66.7% |
Q4 2019 | $21,683,000 | +0.5% | 330,534 | -1.8% | 4.39% | -4.3% |
Q3 2019 | $21,575,000 | +5.7% | 336,576 | +1.8% | 4.59% | -3.8% |
Q2 2019 | $20,409,000 | +7.8% | 330,623 | +2.7% | 4.77% | +28.1% |
Q1 2019 | $18,936,000 | +19.5% | 322,047 | +6.5% | 3.72% | +9.2% |
Q4 2018 | $15,847,000 | +72.7% | 302,429 | +88.0% | 3.41% | +54.6% |
Q3 2018 | $9,175,000 | +12.7% | 160,857 | +5.1% | 2.20% | -6.5% |
Q2 2018 | $8,139,000 | +5.4% | 153,098 | +2.9% | 2.36% | +15.1% |
Q1 2018 | $7,724,000 | +3.2% | 148,741 | +4.9% | 2.05% | +7.8% |
Q4 2017 | $7,482,000 | +11.8% | 141,763 | +6.7% | 1.90% | +0.2% |
Q3 2017 | $6,690,000 | +17.2% | 132,902 | +13.9% | 1.90% | +2.2% |
Q2 2017 | $5,710,000 | +12.1% | 116,707 | +9.3% | 1.86% | +6.5% |
Q1 2017 | $5,095,000 | +422.0% | 106,767 | +394.5% | 1.74% | +395.2% |
Q4 2016 | $976,000 | – | 21,593 | – | 0.35% | – |
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% |