ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $842,215 | -31.4% | 11,636 | -29.5% | 0.20% | -31.4% |
Q2 2023 | $1,227,244 | +1.8% | 16,511 | -1.5% | 0.30% | -6.9% |
Q1 2023 | $1,205,499 | +1.0% | 16,757 | +1.2% | 0.32% | +1.0% |
Q4 2022 | $1,193,480 | +9.0% | 16,553 | -0.1% | 0.32% | -3.1% |
Q3 2022 | $1,095,000 | -11.1% | 16,571 | -0.7% | 0.32% | +3.5% |
Q2 2022 | $1,232,000 | -4.9% | 16,691 | -0.1% | 0.31% | +1.3% |
Q1 2022 | $1,296,000 | -29.7% | 16,707 | -26.7% | 0.31% | -41.2% |
Q4 2021 | $1,844,000 | +62.2% | 22,789 | +47.3% | 0.53% | +41.7% |
Q3 2021 | $1,137,000 | -17.5% | 15,469 | -17.4% | 0.37% | -19.1% |
Q2 2021 | $1,378,000 | +2.5% | 18,717 | -3.7% | 0.46% | -10.5% |
Q1 2021 | $1,345,000 | -12.5% | 19,433 | -14.2% | 0.51% | -37.1% |
Q4 2020 | $1,537,000 | +6.0% | 22,637 | -0.5% | 0.82% | -9.3% |
Q3 2020 | $1,450,000 | -4.7% | 22,757 | -9.4% | 0.90% | -17.9% |
Q2 2020 | $1,522,000 | +17.0% | 25,110 | +4.2% | 1.10% | -6.9% |
Q1 2020 | $1,301,000 | -35.7% | 24,090 | -19.1% | 1.18% | -10.2% |
Q4 2019 | $2,022,000 | +21.5% | 29,770 | +14.7% | 1.31% | +16.3% |
Q3 2019 | $1,664,000 | -85.6% | 25,953 | -86.1% | 1.13% | -84.8% |
Q2 2019 | $11,556,000 | +15.4% | 187,205 | +9.3% | 7.42% | +12.4% |
Q1 2019 | $10,014,000 | +41.2% | 171,272 | +26.6% | 6.60% | +9.4% |
Q4 2018 | $7,091,000 | +22.3% | 135,317 | +33.1% | 6.04% | +35.8% |
Q3 2018 | $5,799,000 | +20.0% | 101,662 | +11.9% | 4.44% | +30.2% |
Q2 2018 | $4,831,000 | – | 90,871 | – | 3.41% | – |
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% |