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 | $576,579 | -8.4% | 7,966 | -6.0% | 0.24% | -5.8% |
Q2 2023 | $629,724 | +1.6% | 8,472 | -0.6% | 0.26% | -6.5% |
Q1 2023 | $619,672 | +3.4% | 8,519 | +2.5% | 0.28% | -7.6% |
Q4 2022 | $599,295 | +17.0% | 8,312 | +7.3% | 0.30% | +6.4% |
Q3 2022 | $512,000 | +8.7% | 7,745 | +15.5% | 0.28% | -1.0% |
Q2 2022 | $471,000 | -31.4% | 6,704 | -24.3% | 0.29% | -28.0% |
Q1 2022 | $687,000 | -9.5% | 8,859 | -5.5% | 0.40% | -13.3% |
Q4 2021 | $759,000 | +30.4% | 9,377 | +18.4% | 0.46% | +14.8% |
Q3 2021 | $582,000 | -27.4% | 7,917 | -27.4% | 0.40% | -27.7% |
Q2 2021 | $802,000 | -1.2% | 10,899 | -7.1% | 0.55% | -22.5% |
Q1 2021 | $812,000 | +13.4% | 11,737 | +11.3% | 0.71% | +7.7% |
Q4 2020 | $716,000 | – | 10,545 | – | 0.66% | – |
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% |