ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $221,000 | -11.2% | 3,345 | -5.7% | 0.12% | -4.0% |
Q2 2022 | $249,000 | -27.0% | 3,548 | -19.4% | 0.13% | -12.5% |
Q1 2022 | $341,000 | -0.9% | 4,401 | +3.6% | 0.14% | +2.9% |
Q4 2021 | $344,000 | +0.9% | 4,247 | -8.5% | 0.14% | -6.7% |
Q3 2021 | $341,000 | +0.3% | 4,644 | +0.4% | 0.15% | 0.0% |
Q2 2021 | $340,000 | -32.7% | 4,625 | -36.6% | 0.15% | -30.9% |
Q1 2021 | $505,000 | -75.4% | 7,299 | -75.9% | 0.22% | -76.5% |
Q4 2020 | $2,053,000 | +2.0% | 30,243 | -4.2% | 0.92% | +1.5% |
Q3 2020 | $2,012,000 | +30.5% | 31,566 | +24.1% | 0.91% | +18.5% |
Q2 2020 | $1,542,000 | +43.4% | 25,436 | +27.8% | 0.77% | +18.5% |
Q1 2020 | $1,075,000 | -9.7% | 19,904 | +12.7% | 0.65% | +34.1% |
Q4 2019 | $1,191,000 | +17.0% | 17,660 | +11.9% | 0.48% | +11.5% |
Q3 2019 | $1,018,000 | +19.5% | 15,786 | +16.4% | 0.43% | +13.0% |
Q2 2019 | $852,000 | +49.2% | 13,558 | +41.3% | 0.38% | +42.2% |
Q1 2019 | $571,000 | – | 9,596 | – | 0.27% | – |
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% |