ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,558 | +6.7% | 182,412 | +4.4% | 4.83% | +1.2% |
| Q1 2023 | $12,704 | +0.7% | 174,653 | -0.1% | 4.78% | -4.8% |
| Q4 2022 | $12,610 | -99.9% | 174,905 | -2.2% | 5.02% | -5.7% |
| Q3 2022 | $11,825,000 | -6.8% | 178,907 | -1.0% | 5.32% | +1.1% |
| Q2 2022 | $12,685,000 | -9.6% | 180,684 | -0.1% | 5.26% | +7.3% |
| Q1 2022 | $14,035,000 | -5.1% | 180,941 | -1.0% | 4.91% | 0.0% |
| Q4 2021 | $14,788,000 | +13.0% | 182,798 | +2.7% | 4.91% | +3.1% |
| Q3 2021 | $13,085,000 | +12.4% | 178,033 | +5.8% | 4.76% | +3.0% |
| Q1 2021 | $11,640,000 | +2.7% | 168,238 | +0.8% | 4.62% | -8.7% |
| Q4 2020 | $11,333,000 | +5.0% | 166,960 | -1.4% | 5.06% | -6.4% |
| Q3 2020 | $10,794,000 | +5.6% | 169,366 | -0.7% | 5.41% | -3.7% |
| Q2 2020 | $10,219,000 | +15.4% | 170,577 | +6.6% | 5.62% | -4.8% |
| Q1 2020 | $8,858,000 | -16.5% | 159,981 | -1.3% | 5.90% | +10.7% |
| Q4 2019 | $10,609,000 | +3.3% | 162,075 | +0.7% | 5.33% | -5.0% |
| Q3 2019 | $10,268,000 | +5.3% | 160,934 | +1.9% | 5.61% | +4.1% |
| Q2 2019 | $9,747,000 | +5.3% | 157,890 | +0.3% | 5.39% | -28.5% |
| Q1 2019 | $9,258,000 | +18.0% | 157,450 | +4.2% | 7.53% | +4.5% |
| Q4 2018 | $7,845,000 | +1.2% | 151,035 | +11.2% | 7.21% | +70.5% |
| Q3 2018 | $7,749,000 | +8.1% | 135,845 | +0.7% | 4.23% | +2.7% |
| Q2 2018 | $7,170,000 | +3.4% | 134,876 | +1.1% | 4.12% | +6.3% |
| Q1 2018 | $6,931,000 | -1.3% | 133,472 | +0.3% | 3.87% | -1.5% |
| Q4 2017 | $7,025,000 | – | 133,105 | – | 3.93% | – |
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% |