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 | $25,398,466 | +205173.3% | 350,904 | +108.0% | 0.13% | +37.5% |
Q4 2022 | $12,373 | -99.9% | 168,732 | -1.7% | 0.10% | -4.0% |
Q3 2022 | $11,829,000 | -4.3% | 171,613 | -0.7% | 0.10% | -1.0% |
Q2 2022 | $12,360,000 | -17.1% | 172,845 | -9.1% | 0.10% | -6.5% |
Q1 2022 | $14,918,000 | +4.5% | 190,086 | -1.1% | 0.11% | +2.9% |
Q4 2021 | $14,282,000 | -5.7% | 192,189 | -1.6% | 0.10% | +15.4% |
Q3 2021 | $15,148,000 | +1.6% | 195,411 | +1.0% | 0.09% | +2.2% |
Q2 2021 | $14,907,000 | +3.3% | 193,546 | -2.9% | 0.09% | +3.5% |
Q1 2021 | $14,432,000 | -34.5% | 199,258 | -38.8% | 0.09% | -38.6% |
Q4 2020 | $22,047,000 | -1.3% | 325,462 | -5.2% | 0.14% | -13.6% |
Q3 2020 | $22,331,000 | -32.4% | 343,396 | -33.9% | 0.16% | -36.2% |
Q2 2020 | $33,032,000 | +1.1% | 519,209 | -7.0% | 0.25% | -15.3% |
Q1 2020 | $32,665,000 | -17.3% | 558,579 | -3.9% | 0.30% | +0.3% |
Q4 2019 | $39,493,000 | +19.5% | 581,029 | +12.1% | 0.30% | +14.6% |
Q3 2019 | $33,056,000 | +31.5% | 518,368 | +30.2% | 0.26% | +29.9% |
Q2 2019 | $25,145,000 | +25.5% | 397,985 | +17.6% | 0.20% | +24.1% |
Q1 2019 | $20,035,000 | -14.9% | 338,491 | -21.8% | 0.16% | -19.0% |
Q4 2018 | $23,556,000 | +4.6% | 433,088 | +5.8% | 0.20% | +9.9% |
Q3 2018 | $22,521,000 | +3.1% | 409,184 | +2.3% | 0.18% | +19.0% |
Q2 2018 | $21,842,000 | -16.7% | 399,883 | -19.8% | 0.15% | -18.2% |
Q1 2018 | $26,222,000 | -15.7% | 498,328 | -12.6% | 0.19% | -9.7% |
Q4 2017 | $31,111,000 | +3.5% | 569,999 | -2.8% | 0.21% | -5.0% |
Q3 2017 | $30,062,000 | +0.5% | 586,338 | -2.8% | 0.22% | -2.7% |
Q2 2017 | $29,923,000 | -4.9% | 603,520 | -7.0% | 0.22% | -6.3% |
Q1 2017 | $31,464,000 | +7.0% | 648,749 | +0.5% | 0.24% | +2.6% |
Q4 2016 | $29,392,000 | -29.2% | 645,425 | -30.7% | 0.23% | -34.6% |
Q3 2016 | $41,534,000 | -6.8% | 931,271 | -2.5% | 0.36% | -7.5% |
Q2 2016 | $44,546,000 | +32.3% | 954,698 | +25.2% | 0.38% | +27.9% |
Q1 2016 | $33,664,000 | +772.1% | 762,653 | +695.0% | 0.30% | +692.1% |
Q4 2015 | $3,860,000 | +987.3% | 95,928 | +781.0% | 0.04% | +1166.7% |
Q2 2013 | $355,000 | – | 10,889 | – | 0.00% | – |
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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% |