ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,292,264 | -60.6% | 59,302 | -59.6% | 2.85% | -59.1% |
Q2 2023 | $10,898,785 | -26.1% | 146,627 | -27.7% | 6.98% | -28.7% |
Q1 2023 | $14,746,435 | +2.1% | 202,728 | +1.2% | 9.78% | -0.9% |
Q4 2022 | $14,438,313 | +9.2% | 200,254 | +0.2% | 9.87% | +1.7% |
Q3 2022 | $13,217,000 | -4.7% | 199,951 | +1.2% | 9.70% | -1.1% |
Q2 2022 | $13,873,000 | -7.2% | 197,586 | +2.5% | 9.81% | +0.9% |
Q1 2022 | $14,946,000 | +1.1% | 192,680 | +2.4% | 9.72% | +1.6% |
Q4 2021 | $14,778,000 | +9.5% | 188,133 | +2.5% | 9.57% | +0.3% |
Q3 2021 | $13,494,000 | -2.2% | 183,597 | -2.1% | 9.54% | -1.4% |
Q2 2021 | $13,800,000 | +9.0% | 187,480 | +2.4% | 9.68% | -0.2% |
Q1 2021 | $12,663,000 | +14.2% | 183,018 | +12.1% | 9.70% | +9.3% |
Q4 2020 | $11,086,000 | +2.8% | 163,321 | -3.5% | 8.87% | -6.0% |
Q3 2020 | $10,787,000 | +8.5% | 169,266 | +3.2% | 9.44% | +2.5% |
Q2 2020 | $9,943,000 | +21.5% | 163,997 | +8.2% | 9.21% | +5.4% |
Q1 2020 | $8,183,000 | -16.3% | 151,515 | +1.7% | 8.74% | -3.9% |
Q4 2019 | $9,771,000 | – | 148,987 | – | 9.10% | – |
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% |