ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $145,682 | +7.8% | 1,867 | 0.0% | 0.02% | -5.6% |
| Q3 2023 | $135,133 | -2.6% | 1,867 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $138,774 | +2.5% | 1,867 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $135,442 | -5.3% | 1,862 | -6.1% | 0.02% | -14.3% |
| Q4 2022 | $143,046 | +7.3% | 1,984 | -1.6% | 0.02% | 0.0% |
| Q3 2022 | $133,258 | -5.9% | 2,016 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $141,543 | -3.0% | 2,016 | +7.1% | 0.02% | +16.7% |
| Q1 2022 | $145,987 | -4.1% | 1,882 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $152,254 | +10.1% | 1,882 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $138,327 | -0.1% | 1,882 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $138,534 | +6.6% | 1,882 | +0.2% | 0.02% | -5.0% |
| Q1 2021 | $129,939 | -2.7% | 1,878 | -4.5% | 0.02% | -16.7% |
| Q4 2020 | $133,520 | +11.6% | 1,967 | +4.7% | 0.02% | 0.0% |
| Q3 2020 | $119,685 | +86.8% | 1,878 | +77.7% | 0.02% | +71.4% |
| Q2 2020 | $64,086 | +12.3% | 1,057 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $57,089 | -17.7% | 1,057 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $69,339 | +2.3% | 1,057 | 0.0% | 0.02% | -6.2% |
| Q3 2019 | $67,754 | +3.8% | 1,057 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $65,249 | +5.0% | 1,057 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $62,152 | +12.2% | 1,057 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $55,387 | -8.1% | 1,057 | 0.0% | 0.02% | +14.3% |
| Q3 2018 | $60,291 | +7.3% | 1,057 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $56,190 | +2.4% | 1,057 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $54,890 | -1.6% | 1,057 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $55,788 | +4.8% | 1,057 | 0.0% | 0.02% | -6.2% |
| Q3 2017 | $53,209 | +987.5% | 1,057 | +957.0% | 0.02% | +700.0% |
| Q2 2017 | $4,893 | – | 100 | – | 0.00% | – |
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% |