ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $128,931 | +2.4% | 1,735 | +0.2% | 0.06% | -15.4% |
Q1 2023 | $125,889 | -8.4% | 1,731 | -9.2% | 0.06% | -15.6% |
Q4 2022 | $137,483 | -26.1% | 1,907 | -32.2% | 0.08% | -33.0% |
Q3 2022 | $186,000 | -5.6% | 2,811 | +0.4% | 0.12% | -3.4% |
Q2 2022 | $197,000 | +9.4% | 2,801 | +20.8% | 0.12% | +12.3% |
Q1 2022 | $180,000 | +7.8% | 2,318 | +12.0% | 0.11% | +7.1% |
Q4 2021 | $167,000 | +9.9% | 2,069 | +0.4% | 0.10% | -8.3% |
Q2 2021 | $152,000 | +7.0% | 2,061 | +0.1% | 0.11% | -9.2% |
Q1 2021 | $142,000 | -62.8% | 2,058 | -63.4% | 0.12% | -62.2% |
Q4 2020 | $382,000 | +84.5% | 5,630 | +73.4% | 0.32% | +52.9% |
Q3 2020 | $207,000 | +2857.1% | 3,247 | +2651.7% | 0.21% | +2475.0% |
Q2 2020 | $7,000 | +16.7% | 118 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $6,000 | -25.0% | 118 | 0.0% | 0.01% | -11.1% |
Q3 2019 | $8,000 | +14.3% | 118 | 0.0% | 0.01% | +12.5% |
Q2 2019 | $7,000 | 0.0% | 118 | 0.0% | 0.01% | +14.3% |
Q1 2019 | $7,000 | +16.7% | 118 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $6,000 | -14.3% | 118 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $7,000 | +16.7% | 118 | 0.0% | 0.01% | +16.7% |
Q2 2018 | $6,000 | 0.0% | 118 | 0.0% | 0.01% | +20.0% |
Q1 2018 | $6,000 | 0.0% | 118 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $6,000 | 0.0% | 118 | 0.0% | 0.01% | -16.7% |
Q3 2017 | $6,000 | 0.0% | 118 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $6,000 | 0.0% | 118 | 0.0% | 0.01% | -14.3% |
Q1 2017 | $6,000 | – | 118 | – | 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% |