ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 467 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33 | -2.9% | 453 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $34 | +3.0% | 453 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $33 | -40.0% | 452 | -40.2% | 0.01% | -40.0% |
| Q4 2022 | $55 | -99.9% | 756 | +0.5% | 0.01% | -9.1% |
| Q3 2022 | $51,000 | -5.6% | 752 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $54,000 | -6.9% | 751 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $58,000 | -4.9% | 750 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $61,000 | +10.9% | 749 | +0.3% | 0.01% | +10.0% |
| Q3 2021 | $55,000 | 0.0% | 747 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | +5.8% | 747 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $52,000 | +33.3% | 745 | +29.6% | 0.01% | +25.0% |
| Q4 2020 | $39,000 | +5.4% | 575 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $37,000 | +5.7% | 575 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $35,000 | +12.9% | 575 | +0.2% | 0.01% | -11.1% |
| Q1 2020 | $31,000 | +14.8% | 574 | +38.3% | 0.01% | +28.6% |
| Q4 2019 | $27,000 | 0.0% | 415 | +0.2% | 0.01% | 0.0% |
| Q3 2019 | $27,000 | +12.5% | 414 | +4.5% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | +50.0% | 396 | +47.2% | 0.01% | +40.0% |
| Q1 2019 | $16,000 | +300.0% | 269 | +236.2% | 0.01% | +400.0% |
| Q4 2018 | $4,000 | -20.0% | 80 | +1.3% | 0.00% | -50.0% |
| Q3 2018 | $5,000 | +25.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 79 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $4,000 | 0.0% | 79 | +1.3% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 78 | +1.3% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 77 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $4,000 | +33.3% | 77 | 0.0% | 0.00% | +100.0% |
| Q4 2016 | $3,000 | 0.0% | 77 | +1.3% | 0.00% | -50.0% |
| Q3 2016 | $3,000 | – | 76 | – | 0.00% | – |
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% |