ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $30,464,595 | -16.1% | 420,898 | -13.8% | 10.52% | -15.4% |
Q2 2023 | $36,304,380 | -3.9% | 488,422 | -5.9% | 12.43% | -8.4% |
Q1 2023 | $37,759,453 | -12.0% | 519,102 | -12.7% | 13.58% | -13.6% |
Q4 2022 | $42,885,774 | -8.5% | 594,810 | -16.1% | 15.72% | -15.3% |
Q3 2022 | $46,873,601 | -2.7% | 709,132 | +3.3% | 18.55% | -1.3% |
Q2 2022 | $48,194,154 | -3.1% | 686,429 | +7.1% | 18.80% | +2.5% |
Q1 2022 | $49,737,933 | +1.7% | 641,201 | +6.1% | 18.34% | -12.4% |
Q4 2021 | $48,911,382 | +12.0% | 604,591 | +1.8% | 20.93% | +3.4% |
Q3 2021 | $43,661,104 | +2.7% | 594,029 | +2.9% | 20.24% | +1.1% |
Q2 2021 | $42,494,216 | -1.7% | 577,289 | -7.6% | 20.01% | -4.4% |
Q1 2021 | $43,228,364 | +7.1% | 624,778 | +5.1% | 20.92% | -0.3% |
Q4 2020 | $40,357,418 | +11.9% | 594,541 | +5.1% | 20.98% | -1.5% |
Q3 2020 | $36,054,969 | +18.8% | 565,746 | +13.0% | 21.31% | +5.9% |
Q2 2020 | $30,360,732 | +64.1% | 500,754 | +46.2% | 20.13% | +15.6% |
Q1 2020 | $18,503,463 | +0.5% | 342,593 | +22.1% | 17.42% | +21.4% |
Q4 2019 | $18,409,223 | – | 280,628 | – | 14.34% | – |
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% |