ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,448,034 | -4.2% | 158,165 | -1.6% | 0.04% | -4.3% |
Q2 2023 | $11,949,233 | +108598.6% | 160,758 | +6.4% | 0.05% | -2.1% |
Q1 2023 | $10,993 | +14.9% | 151,151 | +13.9% | 0.05% | -2.1% |
Q4 2022 | $9,564 | -99.9% | 132,661 | -6.7% | 0.05% | -2.0% |
Q3 2022 | $9,401,000 | -25.3% | 142,238 | -20.7% | 0.05% | -26.9% |
Q2 2022 | $12,591,000 | +10.2% | 179,355 | +21.8% | 0.07% | +21.8% |
Q1 2022 | $11,423,000 | +6.5% | 147,281 | +11.0% | 0.06% | +10.0% |
Q4 2021 | $10,729,000 | -12.1% | 132,626 | -20.1% | 0.05% | -21.9% |
Q3 2021 | $12,205,000 | +75.6% | 166,063 | +75.8% | 0.06% | +64.1% |
Q2 2021 | $6,951,000 | +90.9% | 94,441 | +79.4% | 0.04% | +56.0% |
Q1 2021 | $3,642,000 | -23.3% | 52,644 | -24.7% | 0.02% | -30.6% |
Q4 2020 | $4,748,000 | +9.6% | 69,955 | +2.9% | 0.04% | -12.2% |
Q3 2020 | $4,334,000 | +65.9% | 68,009 | +57.8% | 0.04% | +51.9% |
Q2 2020 | $2,613,000 | +70.7% | 43,090 | +52.0% | 0.03% | +35.0% |
Q1 2020 | $1,531,000 | +1546.2% | 28,346 | +1889.2% | 0.02% | +1900.0% |
Q4 2019 | $93,000 | +86.0% | 1,425 | +83.4% | 0.00% | 0.0% |
Q3 2019 | $50,000 | +8.7% | 777 | +4.0% | 0.00% | 0.0% |
Q2 2019 | $46,000 | +4.5% | 747 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $44,000 | – | 747 | – | 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% |