ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,469,000 | +0.5% | 47,675 | +2.6% | 0.22% | +13.5% |
Q2 2023 | $3,453,000 | +231956.5% | 46,460 | +127.2% | 0.19% | +67.0% |
Q1 2023 | $1,488 | -56.6% | 20,451 | -57.0% | 0.12% | -48.2% |
Q4 2022 | $3,428 | -99.7% | 47,552 | +147.9% | 0.22% | +73.4% |
Q3 2022 | $1,268,000 | -62.3% | 19,185 | -53.9% | 0.13% | -33.7% |
Q4 2021 | $3,365,000 | +12.7% | 41,596 | +2.4% | 0.19% | -4.5% |
Q3 2021 | $2,986,000 | +21.9% | 40,626 | +22.1% | 0.20% | +24.7% |
Q2 2021 | $2,449,000 | -50.5% | 33,267 | -51.2% | 0.16% | -5.8% |
Q1 2021 | $4,949,000 | -8.0% | 68,166 | -14.0% | 0.17% | -25.2% |
Q4 2020 | $5,379,000 | -0.2% | 79,249 | -6.3% | 0.23% | -14.5% |
Q3 2020 | $5,391,000 | +22.7% | 84,591 | +16.7% | 0.27% | +11.6% |
Q2 2020 | $4,394,000 | -38.2% | 72,476 | -44.9% | 0.24% | -54.2% |
Q1 2020 | $7,111,000 | -14.9% | 131,653 | +3.4% | 0.53% | -17.4% |
Q4 2019 | $8,355,000 | -36.9% | 127,359 | -38.3% | 0.64% | -41.8% |
Q3 2019 | $13,239,000 | +567.0% | 206,539 | +511.7% | 1.09% | +392.8% |
Q1 2019 | $1,985,000 | -23.9% | 33,764 | -32.2% | 0.22% | -39.8% |
Q4 2018 | $2,608,000 | – | 49,769 | – | 0.37% | – |
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% |