ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,325,517 | -2.8% | 18,173 | -0.2% | 0.63% | 0.0% |
Q2 2023 | $1,364,243 | -1.7% | 18,209 | -3.8% | 0.63% | -9.3% |
Q1 2023 | $1,387,368 | +0.2% | 18,920 | +0.2% | 0.69% | -3.6% |
Q4 2022 | $1,384,599 | +11.2% | 18,882 | +0.4% | 0.72% | -9.6% |
Q3 2022 | $1,245,000 | -6.7% | 18,805 | +0.2% | 0.79% | +6.9% |
Q2 2022 | $1,334,000 | -8.4% | 18,774 | +0.0% | 0.74% | +9.9% |
Q1 2022 | $1,456,000 | -3.8% | 18,765 | +0.3% | 0.67% | +0.9% |
Q4 2021 | $1,513,000 | +5.8% | 18,702 | -0.8% | 0.67% | +0.1% |
Q3 2021 | $1,430,000 | +2.1% | 18,862 | -0.8% | 0.67% | -2.1% |
Q2 2021 | $1,400,000 | +2.8% | 19,023 | +0.3% | 0.68% | 0.0% |
Q1 2021 | $1,362,000 | +5.6% | 18,970 | -0.2% | 0.68% | -10.6% |
Q4 2020 | $1,290,000 | +3.9% | 19,001 | -2.5% | 0.76% | -6.2% |
Q3 2020 | $1,242,000 | -11.9% | 19,493 | -16.1% | 0.81% | -19.2% |
Q2 2020 | $1,409,000 | +11.9% | 23,233 | -0.3% | 1.00% | -9.5% |
Q1 2020 | $1,259,000 | -36.7% | 23,307 | -23.2% | 1.11% | -15.4% |
Q4 2019 | $1,990,000 | +16.4% | 30,328 | +13.7% | 1.31% | +11.1% |
Q3 2019 | $1,710,000 | +40.5% | 26,680 | +35.3% | 1.18% | +44.5% |
Q2 2019 | $1,217,000 | +29.5% | 19,714 | +23.3% | 0.82% | +24.5% |
Q1 2019 | $940,000 | +43.5% | 15,993 | +30.2% | 0.66% | +18.0% |
Q4 2018 | $655,000 | – | 12,283 | – | 0.56% | – |
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% |