ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,983,206 | -6.1% | 110,296 | -3.6% | 2.13% | -0.8% |
Q2 2023 | $8,501,103 | +2.2% | 114,370 | -0.0% | 2.15% | -5.9% |
Q1 2023 | $8,321,583 | +1.0% | 114,402 | +0.1% | 2.28% | -6.9% |
Q4 2022 | $8,242,381 | +9.3% | 114,319 | +0.2% | 2.45% | -1.1% |
Q3 2022 | $7,544,000 | -6.0% | 114,134 | -0.1% | 2.48% | -0.2% |
Q2 2022 | $8,024,000 | -16.1% | 114,285 | -7.3% | 2.48% | -2.7% |
Q1 2022 | $9,566,000 | -6.2% | 123,326 | -2.1% | 2.55% | +17.4% |
Q4 2021 | $10,195,000 | +8.3% | 126,021 | -1.6% | 2.17% | -8.3% |
Q3 2021 | $9,415,000 | -3.7% | 128,094 | -3.6% | 2.37% | -4.1% |
Q2 2021 | $9,778,000 | +6.7% | 132,829 | +0.3% | 2.47% | +0.8% |
Q1 2021 | $9,161,000 | +2.0% | 132,397 | +0.1% | 2.45% | -0.7% |
Q4 2020 | $8,979,000 | +13.8% | 132,282 | +8.1% | 2.47% | +12.5% |
Q3 2020 | $7,888,000 | +16.2% | 122,410 | +9.3% | 2.20% | -4.0% |
Q2 2020 | $6,788,000 | +29.1% | 111,963 | +15.0% | 2.29% | +4.7% |
Q1 2020 | $5,258,000 | +193.4% | 97,350 | +256.3% | 2.18% | +234.3% |
Q4 2019 | $1,792,000 | +4.9% | 27,319 | +2.5% | 0.65% | -6.7% |
Q3 2019 | $1,709,000 | – | 26,660 | – | 0.70% | – |
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% |