ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $341,000 | -91.7% | 4,392 | -91.4% | 0.16% | -91.6% |
| Q4 2021 | $4,129,000 | +1735.1% | 51,038 | +1564.6% | 1.90% | +1540.5% |
| Q3 2021 | $225,000 | -8.5% | 3,066 | -8.3% | 0.12% | -6.5% |
| Q2 2021 | $246,000 | -91.7% | 3,345 | -92.2% | 0.12% | -92.3% |
| Q1 2021 | $2,957,000 | +752.2% | 42,742 | +735.8% | 1.61% | +746.3% |
| Q4 2020 | $347,000 | +1.5% | 5,114 | -4.7% | 0.19% | -8.7% |
| Q3 2020 | $342,000 | -4.2% | 5,368 | -18.7% | 0.21% | -21.2% |
| Q1 2020 | $357,000 | -52.8% | 6,601 | -42.7% | 0.26% | -61.6% |
| Q4 2019 | $756,000 | – | 11,530 | – | 0.69% | – |
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% |