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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $203,000 | -4.2% | 2,623 | 0.0% | 0.07% | 0.0% |
Q4 2021 | $212,000 | 0.0% | 2,623 | -14.5% | 0.07% | -20.5% |
Q1 2021 | $212,000 | -0.5% | 3,068 | -8.3% | 0.08% | -18.6% |
Q3 2020 | $213,000 | +4.9% | 3,347 | +0.2% | 0.10% | -1.0% |
Q2 2020 | $203,000 | -92.1% | 3,340 | -92.9% | 0.10% | -94.6% |
Q1 2020 | $2,555,000 | -25.1% | 47,309 | -9.1% | 1.92% | -8.1% |
Q4 2019 | $3,413,000 | -3.8% | 52,027 | -6.0% | 2.09% | -10.6% |
Q3 2019 | $3,546,000 | +3.5% | 55,322 | -0.3% | 2.34% | -0.0% |
Q2 2019 | $3,426,000 | -18.9% | 55,501 | -22.8% | 2.34% | -24.2% |
Q1 2019 | $4,225,000 | – | 71,848 | – | 3.09% | – |
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% |