ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. 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 | $8,488,098 | +11.2% | 117,271 | +14.2% | 1.18% | +9.4% |
Q2 2023 | $7,635,649 | +5.3% | 102,726 | +3.0% | 1.08% | -4.7% |
Q1 2023 | $7,253,708 | -3.8% | 99,721 | -4.7% | 1.14% | -19.7% |
Q4 2022 | $7,543,166 | +11.8% | 104,621 | +2.5% | 1.41% | +11.3% |
Q3 2022 | $6,746,000 | +116.3% | 102,068 | +478.3% | 1.27% | +107.9% |
Q2 2022 | $3,119,000 | -8.9% | 17,649 | -62.3% | 0.61% | +14.8% |
Q1 2022 | $3,422,000 | -48.0% | 46,842 | -61.5% | 0.53% | -74.2% |
Q1 2020 | $6,578,000 | +0.2% | 121,801 | +21.7% | 2.07% | -3.8% |
Q4 2019 | $6,565,000 | – | 100,077 | – | 2.15% | – |
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% |