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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $703,956 | -34.8% | 9,471 | -36.2% | 0.12% | -40.0% |
Q1 2023 | $1,079,148 | +0.9% | 14,836 | 0.0% | 0.20% | +1.6% |
Q4 2022 | $1,069,653 | +9.0% | 14,836 | 0.0% | 0.19% | -6.8% |
Q3 2022 | $981,000 | -1.0% | 14,836 | +5.2% | 0.21% | +1.0% |
Q2 2022 | $991,000 | -7.5% | 14,108 | +2.2% | 0.20% | +10.9% |
Q1 2022 | $1,071,000 | -3.4% | 13,808 | +0.7% | 0.18% | -5.6% |
Q4 2021 | $1,109,000 | +11.6% | 13,711 | +1.4% | 0.20% | +22.6% |
Q3 2021 | $994,000 | +3.2% | 13,519 | +3.3% | 0.16% | +4.6% |
Q2 2021 | $963,000 | -6.9% | 13,088 | -8.4% | 0.15% | -16.0% |
Q1 2021 | $1,034,000 | +14.5% | 14,293 | +7.5% | 0.18% | +29.3% |
Q4 2020 | $903,000 | +5.5% | 13,301 | -1.0% | 0.14% | -15.7% |
Q3 2020 | $856,000 | +5.2% | 13,431 | +0.0% | 0.17% | 0.0% |
Q2 2020 | $814,000 | +32.4% | 13,428 | +18.0% | 0.17% | +6.4% |
Q1 2020 | $615,000 | -9.2% | 11,378 | +10.3% | 0.16% | +6.8% |
Q4 2019 | $677,000 | +409.0% | 10,319 | +398.7% | 0.15% | +421.4% |
Q3 2019 | $133,000 | +1109.1% | 2,069 | +780.4% | 0.03% | +833.3% |
Q1 2017 | $11,000 | – | 235 | – | 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% |