ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,820,160 | -2.4% | 80,411 | +0.2% | 0.40% | -1.0% |
| Q2 2023 | $5,964,719 | +4.1% | 80,246 | +1.8% | 0.40% | -3.4% |
| Q1 2023 | $5,732,061 | +8.2% | 78,802 | +7.2% | 0.41% | +1.0% |
| Q4 2022 | $5,298,421 | -15.4% | 73,487 | -22.5% | 0.41% | -21.2% |
| Q3 2022 | $6,265,000 | +10.6% | 94,779 | +17.4% | 0.52% | +9.5% |
| Q2 2022 | $5,667,000 | +9.6% | 80,714 | +21.1% | 0.48% | +16.1% |
| Q1 2022 | $5,169,000 | -64.8% | 66,642 | -66.4% | 0.41% | -68.7% |
| Q4 2021 | $14,679,000 | +10.6% | 198,199 | +10.3% | 1.31% | +16.8% |
| Q3 2021 | $13,275,000 | -9.6% | 179,610 | -9.4% | 1.12% | -14.3% |
| Q2 2021 | $14,679,000 | +9.4% | 198,199 | +4.5% | 1.30% | -5.2% |
| Q1 2021 | $13,421,000 | +6.3% | 189,645 | +1.9% | 1.38% | -8.8% |
| Q4 2020 | $12,629,000 | +17.5% | 186,051 | +10.6% | 1.51% | +2.3% |
| Q3 2020 | $10,750,000 | +39.8% | 168,183 | +32.6% | 1.47% | +33.4% |
| Q2 2020 | $7,687,000 | +89.0% | 126,791 | +68.4% | 1.10% | +3.3% |
| Q1 2020 | $4,067,000 | -18.2% | 75,306 | -0.6% | 1.07% | -15.3% |
| Q4 2019 | $4,969,000 | -16.1% | 75,744 | -18.0% | 1.26% | -22.2% |
| Q3 2019 | $5,923,000 | +5.1% | 92,395 | +1.2% | 1.62% | -15.4% |
| Q2 2019 | $5,638,000 | +7.9% | 91,342 | +2.8% | 1.92% | +7.2% |
| Q1 2019 | $5,223,000 | +8.4% | 88,837 | -3.4% | 1.79% | +1.3% |
| Q4 2018 | $4,817,000 | +10.2% | 91,945 | +16.7% | 1.77% | +4.1% |
| Q3 2018 | $4,372,000 | +50.8% | 78,804 | +44.4% | 1.70% | +59.4% |
| Q2 2018 | $2,900,000 | +7.7% | 54,555 | +5.2% | 1.06% | +14.0% |
| Q1 2018 | $2,692,000 | +7.1% | 51,845 | +8.9% | 0.93% | +3.9% |
| Q4 2017 | $2,513,000 | -99.8% | 47,608 | +106.1% | 0.90% | +95.4% |
| Q3 2017 | $1,163,005,000 | – | 23,103 | – | 0.46% | – |
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% |