ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $8,000 | 0.0% | 101 | 0.0% | 0.00% | +50.0% |
Q4 2021 | $8,000 | +14.3% | 101 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $7,000 | 0.0% | 101 | +9.8% | 0.00% | 0.0% |
Q2 2021 | $7,000 | +16.7% | 92 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | -33.3% |
Q4 2020 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $6,000 | +20.0% | 92 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | -16.7% | 92 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | -25.0% |
Q3 2019 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $6,000 | +20.0% | 92 | 0.0% | 0.00% | +33.3% |
Q1 2019 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | -25.0% |
Q4 2018 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | +33.3% |
Q3 2018 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | -25.0% |
Q2 2018 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $5,000 | – | 92 | – | 0.00% | – |
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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% |