ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,338 | +2.2% | 18 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $1,309 | +0.8% | 18 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $1,298 | -97.7% | 18 | -97.7% | 0.00% | -96.8% |
Q3 2021 | $57,000 | -1.7% | 782 | 0.0% | 0.03% | -3.1% |
Q2 2021 | $58,000 | +7.4% | 782 | 0.0% | 0.03% | +3.2% |
Q1 2021 | $54,000 | +1.9% | 782 | 0.0% | 0.03% | -16.2% |
Q4 2020 | $53,000 | +253.3% | 782 | +212.8% | 0.04% | +146.7% |
Q2 2020 | $15,000 | +15.4% | 250 | 0.0% | 0.02% | -11.8% |
Q1 2020 | $13,000 | -91.6% | 250 | -89.7% | 0.02% | -83.2% |
Q3 2019 | $155,000 | +4.0% | 2,421 | 0.0% | 0.10% | +1.0% |
Q2 2019 | $149,000 | +4.9% | 2,421 | 0.0% | 0.10% | -8.3% |
Q1 2019 | $142,000 | -67.3% | 2,421 | -68.2% | 0.11% | -47.8% |
Q3 2018 | $434,000 | +5.3% | 7,616 | -1.7% | 0.21% | -19.3% |
Q2 2018 | $412,000 | – | 7,751 | – | 0.26% | – |
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% |