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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,235,366 | -2.1% | 16,977 | 0.0% | 0.04% | -6.2% |
Q2 2023 | $1,261,900 | -5.4% | 16,977 | -7.4% | 0.05% | -11.1% |
Q1 2023 | $1,333,761 | +1.4% | 18,336 | +0.5% | 0.05% | -6.9% |
Q4 2022 | $1,315,681 | -8.4% | 18,248 | -16.0% | 0.06% | -25.6% |
Q3 2022 | $1,437,000 | -5.8% | 21,733 | 0.0% | 0.08% | -17.0% |
Q2 2022 | $1,526,000 | -14.8% | 21,733 | -5.9% | 0.09% | -35.2% |
Q1 2022 | $1,792,000 | -4.1% | 23,098 | 0.0% | 0.14% | +19.8% |
Q4 2021 | $1,869,000 | +10.1% | 23,098 | 0.0% | 0.12% | -4.7% |
Q3 2021 | $1,698,000 | -0.1% | 23,098 | 0.0% | 0.13% | -14.8% |
Q2 2021 | $1,700,000 | -2.3% | 23,098 | -8.2% | 0.15% | -20.7% |
Q1 2021 | $1,740,000 | -3.8% | 25,155 | -5.6% | 0.19% | -17.5% |
Q4 2020 | $1,808,000 | +1.7% | 26,635 | -0.8% | 0.23% | -33.7% |
Q3 2020 | $1,778,000 | +8.2% | 26,848 | -1.0% | 0.34% | +12.1% |
Q2 2020 | $1,644,000 | -15.2% | 27,108 | -8.3% | 0.31% | -72.7% |
Q4 2019 | $1,939,000 | +1.0% | 29,556 | -1.3% | 1.12% | +64.8% |
Q3 2019 | $1,919,000 | +3.8% | 29,942 | 0.0% | 0.68% | -15.6% |
Q2 2019 | $1,848,000 | -3.0% | 29,942 | -7.6% | 0.81% | -2.1% |
Q1 2019 | $1,906,000 | +12.1% | 32,414 | 0.0% | 0.82% | +37.3% |
Q4 2018 | $1,700,000 | -8.5% | 32,414 | 0.0% | 0.60% | +46.6% |
Q3 2018 | $1,857,000 | +4.2% | 32,414 | -2.8% | 0.41% | -34.2% |
Q2 2018 | $1,783,000 | +2.8% | 33,364 | +1.4% | 0.62% | +111.9% |
Q1 2018 | $1,734,000 | -8.6% | 32,893 | -5.4% | 0.29% | +22.5% |
Q4 2017 | $1,897,000 | – | 34,764 | – | 0.24% | – |
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% |