ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,374,972 | -4.7% | 74,260 | -2.1% | 2.68% | -3.3% |
| Q2 2023 | $5,640,492 | +0.9% | 75,884 | -1.2% | 2.77% | -6.5% |
| Q1 2023 | $5,589,172 | -12.8% | 76,838 | -13.6% | 2.96% | -15.9% |
| Q4 2022 | $6,411,511 | +6.8% | 88,925 | -2.1% | 3.52% | -6.0% |
| Q3 2022 | $6,003,000 | -7.0% | 90,831 | -1.2% | 3.74% | -8.0% |
| Q2 2022 | $6,453,000 | -11.4% | 91,915 | -2.1% | 4.07% | +5.8% |
| Q1 2022 | $7,281,000 | -28.4% | 93,870 | -25.4% | 3.84% | -21.9% |
| Q4 2021 | $10,175,000 | +8.5% | 125,782 | -1.4% | 4.92% | +0.3% |
| Q3 2021 | $9,374,000 | -1.0% | 127,537 | -0.9% | 4.91% | +4.7% |
| Q2 2021 | $9,473,000 | -99.9% | 128,701 | -9.5% | 4.68% | +5.2% |
| Q1 2021 | $9,842,726,000 | +93178.3% | 142,256 | -8.5% | 4.45% | -22.7% |
| Q4 2020 | $10,552,000 | +6.7% | 155,455 | +0.2% | 5.76% | -3.6% |
| Q3 2020 | $9,887,000 | +0.5% | 155,142 | -4.4% | 5.98% | -4.2% |
| Q2 2020 | $9,841,000 | +14.0% | 162,326 | +1.6% | 6.24% | -6.7% |
| Q1 2020 | $8,632,000 | -99.9% | 159,838 | +30.7% | 6.70% | +52.8% |
| Q4 2019 | $8,022,093,000 | +92662.4% | 122,288 | -10.1% | 4.38% | -16.7% |
| Q3 2019 | $8,648,000 | +18.3% | 136,064 | +16.2% | 5.26% | +26.1% |
| Q2 2019 | $7,312,000 | +39.7% | 117,088 | +31.9% | 4.17% | +39.8% |
| Q1 2019 | $5,235,000 | +83.8% | 88,777 | +63.3% | 2.98% | +56.6% |
| Q4 2018 | $2,848,000 | – | 54,364 | – | 1.90% | – |
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% |