ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $10,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $10,000 | +11.1% | 131 | +0.8% | 0.00% | 0.0% |
Q1 2021 | $9,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $9,000 | +12.5% | 130 | +0.8% | 0.00% | 0.0% |
Q3 2020 | $8,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $8,000 | +14.3% | 129 | +1.6% | 0.00% | 0.0% |
Q1 2020 | $7,000 | -12.5% | 127 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $8,000 | 0.0% | 127 | +0.8% | 0.00% | 0.0% |
Q3 2019 | $8,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $8,000 | +14.3% | 126 | +0.8% | 0.00% | 0.0% |
Q1 2019 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $7,000 | 0.0% | 125 | +1.6% | 0.00% | +100.0% |
Q3 2018 | $7,000 | 0.0% | 123 | 0.0% | 0.00% | -50.0% |
Q2 2018 | $7,000 | +16.7% | 123 | 0.0% | 0.00% | +100.0% |
Q1 2018 | $6,000 | 0.0% | 123 | +0.8% | 0.00% | 0.0% |
Q4 2017 | $6,000 | -81.2% | 122 | -80.5% | 0.00% | -87.5% |
Q3 2017 | $32,000 | +6.7% | 626 | +0.5% | 0.01% | 0.0% |
Q2 2017 | $30,000 | – | 623 | – | 0.01% | – |
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% |