ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,202,552 | -2.6% | 16,614 | 0.0% | 0.79% | +12.4% |
Q2 2023 | $1,234,950 | +2.2% | 16,614 | +0.0% | 0.70% | -5.0% |
Q1 2023 | $1,207,958 | +0.9% | 16,607 | +0.1% | 0.74% | -13.1% |
Q4 2022 | $1,196,669 | +6.8% | 16,597 | -2.1% | 0.85% | -8.9% |
Q3 2022 | $1,121,000 | -6.3% | 16,959 | -0.5% | 0.93% | -1.0% |
Q2 2022 | $1,197,000 | -9.5% | 17,046 | +0.0% | 0.94% | +8.7% |
Q1 2022 | $1,322,000 | -4.7% | 17,039 | -0.6% | 0.87% | -1.4% |
Q4 2021 | $1,387,000 | +9.4% | 17,142 | -0.6% | 0.88% | +2.3% |
Q3 2021 | $1,268,000 | -0.1% | 17,246 | +0.0% | 0.86% | +5.5% |
Q2 2021 | $1,269,000 | -12.4% | 17,240 | -17.6% | 0.81% | -8.2% |
Q1 2021 | $1,448,000 | -17.4% | 20,928 | -23.9% | 0.89% | -35.8% |
Q4 2020 | $1,754,000 | 0.0% | 27,517 | 0.0% | 1.38% | +0.7% |
Q3 2020 | $1,754,000 | +2.1% | 27,517 | -2.9% | 1.37% | -3.4% |
Q2 2020 | $1,718,000 | +3.4% | 28,330 | -7.9% | 1.42% | -15.6% |
Q1 2020 | $1,662,000 | -20.5% | 30,771 | -3.4% | 1.68% | +13.9% |
Q4 2019 | $2,090,000 | +2.5% | 31,856 | +0.1% | 1.48% | -6.7% |
Q3 2019 | $2,040,000 | +3.7% | 31,831 | -0.1% | 1.59% | +3.2% |
Q2 2019 | $1,967,000 | +3.9% | 31,872 | -1.0% | 1.54% | -1.3% |
Q1 2019 | $1,894,000 | -0.9% | 32,210 | -3.9% | 1.56% | +2.1% |
Q4 2018 | $1,912,000 | 0.0% | 33,524 | 0.0% | 1.53% | +0.3% |
Q3 2018 | $1,912,000 | +7.3% | 33,524 | +0.0% | 1.52% | -4.1% |
Q2 2018 | $1,782,000 | +2.1% | 33,514 | -0.3% | 1.59% | -1.2% |
Q1 2018 | $1,746,000 | -2.2% | 33,616 | -0.6% | 1.60% | +0.5% |
Q4 2017 | $1,786,000 | -0.4% | 33,830 | -5.1% | 1.60% | -6.6% |
Q3 2017 | $1,794,000 | -0.9% | 35,635 | -3.7% | 1.71% | -5.8% |
Q2 2017 | $1,811,000 | +2.0% | 37,021 | -0.4% | 1.82% | -4.8% |
Q1 2017 | $1,775,000 | +5.5% | 37,187 | -0.0% | 1.91% | -3.8% |
Q4 2016 | $1,682,000 | – | 37,201 | – | 1.98% | – |
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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% |