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 | $1,231,343 | -50.8% | 16,928 | -51.3% | 0.50% | -44.0% |
| Q4 2022 | $2,504,898 | -26.5% | 34,742 | -32.6% | 0.90% | -27.0% |
| Q3 2022 | $3,407,000 | -4.7% | 51,542 | +1.2% | 1.23% | -1.5% |
| Q2 2022 | $3,574,000 | -14.4% | 50,908 | -5.4% | 1.25% | +14.6% |
| Q1 2022 | $4,173,000 | -7.5% | 53,794 | -3.5% | 1.09% | -6.9% |
| Q4 2021 | $4,512,000 | +58.9% | 55,773 | +44.4% | 1.17% | +30.7% |
| Q3 2021 | $2,840,000 | -14.5% | 38,636 | -14.5% | 0.90% | -25.1% |
| Q2 2021 | $3,323,000 | +30.0% | 45,167 | +22.2% | 1.20% | +7.7% |
| Q1 2021 | $2,556,000 | +1.8% | 36,947 | -0.1% | 1.11% | -3.1% |
| Q4 2020 | $2,510,000 | -55.1% | 36,978 | -57.9% | 1.15% | -69.8% |
| Q3 2020 | $5,594,000 | -41.6% | 87,771 | -44.4% | 3.80% | -31.3% |
| Q2 2020 | $9,579,000 | -35.8% | 158,003 | -42.8% | 5.53% | -37.3% |
| Q1 2020 | $14,921,000 | -38.9% | 276,256 | -25.8% | 8.82% | +66.8% |
| Q4 2019 | $24,420,000 | +91.7% | 372,250 | +87.2% | 5.29% | -3.8% |
| Q3 2019 | $12,737,000 | -9.8% | 198,837 | -13.0% | 5.50% | +86.2% |
| Q2 2019 | $14,116,000 | +106.2% | 228,644 | +96.4% | 2.95% | +4.9% |
| Q1 2019 | $6,845,000 | -41.6% | 116,435 | -47.9% | 2.81% | -25.5% |
| Q4 2018 | $11,712,000 | +111.1% | 223,499 | +129.8% | 3.78% | +134.1% |
| Q3 2018 | $5,548,000 | +80.8% | 97,277 | +68.5% | 1.61% | +56.0% |
| Q2 2018 | $3,068,000 | -6.7% | 57,730 | -7.7% | 1.03% | -11.0% |
| Q1 2018 | $3,290,000 | -16.5% | 62,541 | -16.2% | 1.16% | -26.1% |
| Q4 2017 | $3,941,000 | -17.9% | 74,669 | -21.7% | 1.57% | -31.8% |
| Q3 2017 | $4,799,000 | +852.2% | 95,340 | +803.3% | 2.31% | +723.6% |
| Q2 2017 | $504,000 | 0.0% | 10,555 | 0.0% | 0.28% | -0.7% |
| Q1 2017 | $504,000 | – | 10,555 | – | 0.28% | – |
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% |