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 2022 | $3,290,000 | +770.4% | 49,774 | +824.8% | 1.78% | +1239.1% |
Q2 2022 | $378,000 | +1.1% | 5,382 | +11.7% | 0.13% | +23.1% |
Q1 2022 | $374,000 | +46.7% | 4,819 | +52.6% | 0.11% | +21.3% |
Q4 2021 | $255,000 | +20.3% | 3,158 | -5.2% | 0.09% | +15.6% |
Q3 2020 | $212,000 | -27.4% | 3,330 | -30.9% | 0.08% | -38.4% |
Q2 2020 | $292,000 | +11.9% | 4,819 | -0.4% | 0.12% | +1.6% |
Q1 2020 | $261,000 | -32.9% | 4,836 | -18.4% | 0.12% | -48.3% |
Q4 2019 | $389,000 | -29.0% | 5,929 | -30.7% | 0.24% | -28.3% |
Q3 2019 | $548,000 | -11.6% | 8,550 | -14.9% | 0.33% | -8.8% |
Q2 2019 | $620,000 | -23.0% | 10,050 | -26.6% | 0.36% | -27.9% |
Q1 2019 | $805,000 | -61.9% | 13,683 | -66.1% | 0.50% | -68.8% |
Q4 2018 | $2,114,000 | -13.7% | 40,339 | -6.1% | 1.62% | +18.4% |
Q3 2018 | $2,449,000 | +136.4% | 42,940 | +120.3% | 1.37% | +104.6% |
Q2 2018 | $1,036,000 | -12.5% | 19,489 | -14.5% | 0.67% | -20.4% |
Q1 2018 | $1,184,000 | +16.4% | 22,790 | +18.3% | 0.84% | +6.5% |
Q4 2017 | $1,017,000 | – | 19,266 | – | 0.79% | – |
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% |