ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $211,164 | +0.9% | 2,903 | 0.0% | 0.03% | -3.3% |
Q4 2022 | $209,306 | +2.6% | 2,903 | 0.0% | 0.03% | +15.4% |
Q2 2022 | $204,000 | -24.2% | 2,903 | -16.2% | 0.03% | -16.1% |
Q1 2022 | $269,000 | -16.2% | 3,463 | -12.8% | 0.03% | -11.4% |
Q4 2021 | $321,000 | -36.8% | 3,973 | -42.5% | 0.04% | -42.6% |
Q3 2021 | $508,000 | -0.2% | 6,914 | 0.0% | 0.06% | 0.0% |
Q2 2021 | $509,000 | +2.6% | 6,914 | -3.6% | 0.06% | -7.6% |
Q1 2021 | $496,000 | -7.6% | 7,170 | -9.3% | 0.07% | -13.2% |
Q4 2020 | $537,000 | +6.5% | 7,907 | 0.0% | 0.08% | -6.2% |
Q3 2020 | $504,000 | +5.2% | 7,907 | 0.0% | 0.08% | -2.4% |
Q2 2020 | $479,000 | +12.2% | 7,907 | 0.0% | 0.08% | -9.8% |
Q1 2020 | $427,000 | +112.4% | 7,907 | +158.2% | 0.09% | +170.6% |
Q4 2019 | $201,000 | +113.8% | 3,062 | +90.9% | 0.03% | +112.5% |
Q1 2019 | $94,000 | +100.0% | 1,604 | +79.0% | 0.02% | +60.0% |
Q4 2018 | $47,000 | +327.3% | 896 | +366.7% | 0.01% | +400.0% |
Q3 2018 | $11,000 | +10.0% | 192 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $10,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $10,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $10,000 | – | 192 | – | 0.00% | – |
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% |