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 2023 | $2,341 | -4.1% | 32,349 | -1.5% | 0.43% | -2.1% |
Q2 2023 | $2,441 | -8.4% | 32,843 | -9.4% | 0.44% | -15.3% |
Q1 2023 | $2,664 | -11.6% | 36,266 | -11.6% | 0.52% | -17.0% |
Q4 2022 | $3,013 | -99.9% | 41,009 | -19.1% | 0.62% | -25.7% |
Q3 2022 | $3,364,000 | -19.2% | 50,708 | -13.2% | 0.84% | -21.2% |
Q2 2022 | $4,164,000 | -10.3% | 58,423 | -0.5% | 1.06% | +23.9% |
Q1 2022 | $4,642,000 | -17.9% | 58,689 | -16.9% | 0.86% | -17.2% |
Q4 2021 | $5,656,000 | +18.6% | 70,591 | +9.4% | 1.04% | +3.9% |
Q3 2021 | $4,768,000 | +0.7% | 64,509 | +0.3% | 1.00% | -2.4% |
Q2 2021 | $4,733,000 | +1.1% | 64,297 | -5.0% | 1.02% | -8.3% |
Q1 2021 | $4,681,000 | +0.5% | 67,660 | -1.4% | 1.12% | -6.0% |
Q4 2020 | $4,659,000 | +4.7% | 68,636 | -1.2% | 1.19% | -8.3% |
Q3 2020 | $4,451,000 | +1.5% | 69,464 | -3.9% | 1.29% | -7.2% |
Q2 2020 | $4,384,000 | +5.9% | 72,314 | -5.6% | 1.39% | -16.4% |
Q1 2020 | $4,138,000 | -16.6% | 76,607 | +1.3% | 1.67% | -8.7% |
Q4 2019 | $4,961,000 | +38.3% | 75,632 | +32.2% | 1.83% | +16.8% |
Q3 2019 | $3,586,000 | +105.7% | 57,211 | +103.4% | 1.56% | +104.3% |
Q2 2019 | $1,743,000 | +66.3% | 28,124 | +57.8% | 0.76% | +30.1% |
Q1 2019 | $1,048,000 | +41.0% | 17,824 | +25.7% | 0.59% | +15.7% |
Q4 2018 | $743,000 | – | 14,178 | – | 0.51% | – |
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% |