ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $296,758 | -2.6% | 4,100 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $304,753 | +2.2% | 4,100 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $298,234 | +0.9% | 4,100 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $295,610 | +9.1% | 4,100 | 0.0% | 0.01% | +14.3% |
Q3 2022 | $271,000 | -11.1% | 4,100 | -5.7% | 0.01% | -12.5% |
Q2 2022 | $305,000 | -9.5% | 4,350 | 0.0% | 0.01% | +14.3% |
Q1 2022 | $337,000 | -4.3% | 4,350 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $352,000 | +10.0% | 4,350 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $320,000 | 0.0% | 4,350 | 0.0% | 0.01% | +16.7% |
Q2 2021 | $320,000 | -38.3% | 4,350 | -42.0% | 0.01% | -45.5% |
Q1 2021 | $519,000 | +2.0% | 7,500 | 0.0% | 0.01% | -8.3% |
Q4 2020 | $509,000 | +6.5% | 7,500 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $478,000 | +5.1% | 7,500 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $455,000 | +12.3% | 7,500 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $405,000 | -17.7% | 7,500 | 0.0% | 0.01% | +9.1% |
Q4 2019 | $492,000 | -3.1% | 7,500 | -5.4% | 0.01% | -38.9% |
Q3 2019 | $508,000 | +3.7% | 7,930 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $490,000 | +5.2% | 7,930 | 0.0% | 0.02% | +80.0% |
Q1 2019 | $466,000 | – | 7,930 | – | 0.01% | – |
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% |