ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,767,467 | -3.5% | 190,211 | -0.9% | 10.70% | -0.6% |
Q2 2023 | $14,263,624 | -18.1% | 191,896 | -19.8% | 10.77% | -22.3% |
Q1 2023 | $17,410,532 | +0.2% | 239,353 | -0.7% | 13.87% | -3.5% |
Q4 2022 | $17,370,831 | +209.5% | 240,927 | +183.8% | 14.38% | +164.5% |
Q3 2022 | $5,612,000 | -15.4% | 84,901 | -10.1% | 5.44% | -9.2% |
Q2 2022 | $6,632,000 | -4.3% | 94,460 | +5.7% | 5.99% | +3.5% |
Q1 2022 | $6,930,000 | -5.6% | 89,342 | -1.5% | 5.79% | -1.2% |
Q4 2021 | $7,340,000 | -33.2% | 90,729 | -39.3% | 5.86% | -36.9% |
Q3 2021 | $10,992,000 | +0.2% | 149,547 | +0.3% | 9.28% | +0.3% |
Q2 2021 | $10,975,000 | +6.3% | 149,100 | -0.1% | 9.26% | -0.1% |
Q1 2021 | $10,326,000 | -62.8% | 149,240 | -63.5% | 9.26% | -61.0% |
Q4 2020 | $27,762,000 | – | 408,991 | – | 23.73% | – |
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% |