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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $401,799 | -15.1% | 5,551 | -12.9% | 0.29% | -12.5% |
Q2 2023 | $473,519 | +15.2% | 6,370 | +12.7% | 0.33% | +10.8% |
Q1 2023 | $411,179 | -9.8% | 5,653 | -10.6% | 0.30% | -13.2% |
Q4 2022 | $455,990 | -6.6% | 6,324 | -14.3% | 0.34% | -15.1% |
Q3 2022 | $488,000 | +15.4% | 7,383 | +22.5% | 0.40% | +3.6% |
Q2 2022 | $423,000 | -70.7% | 6,027 | -67.6% | 0.39% | +19.7% |
Q1 2022 | $1,443,000 | +33.7% | 18,598 | +39.4% | 0.32% | +8.0% |
Q4 2021 | $1,079,000 | +29.2% | 13,342 | +17.4% | 0.30% | +14.0% |
Q3 2021 | $835,000 | +107.2% | 11,365 | +107.5% | 0.26% | -11.7% |
Q2 2021 | $403,000 | +36.6% | 5,476 | +28.6% | 0.30% | +23.6% |
Q1 2021 | $295,000 | +0.7% | 4,258 | -1.4% | 0.24% | -6.9% |
Q4 2020 | $293,000 | – | 4,318 | – | 0.26% | – |
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% |