ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $4,181,000 | +49.9% | 53,897 | +56.3% | 0.00% | +100.0% |
Q4 2021 | $2,790,000 | +29.2% | 34,490 | +17.4% | 0.00% | 0.0% |
Q3 2021 | $2,159,000 | +11.5% | 29,369 | +11.7% | 0.00% | 0.0% |
Q2 2021 | $1,936,000 | +3.8% | 26,298 | -2.4% | 0.00% | 0.0% |
Q1 2021 | $1,865,000 | -1.9% | 26,949 | -3.8% | 0.00% | 0.0% |
Q4 2020 | $1,901,000 | +19.7% | 28,005 | +12.4% | 0.00% | 0.0% |
Q3 2020 | $1,588,000 | +163.8% | 24,916 | +151.0% | 0.00% | – |
Q2 2020 | $602,000 | +55.2% | 9,928 | +38.2% | 0.00% | – |
Q1 2020 | $388,000 | -35.3% | 7,186 | -21.4% | 0.00% | – |
Q4 2019 | $600,000 | +8.5% | 9,145 | +5.9% | 0.00% | – |
Q3 2019 | $553,000 | +126.6% | 8,633 | +118.0% | 0.00% | – |
Q2 2019 | $244,000 | -39.0% | 3,960 | -41.8% | 0.00% | – |
Q1 2019 | $400,000 | -11.9% | 6,803 | -21.5% | 0.00% | – |
Q4 2018 | $454,000 | -72.9% | 8,666 | -70.5% | 0.00% | -100.0% |
Q3 2018 | $1,674,000 | -47.5% | 29,353 | -51.1% | 0.00% | -66.7% |
Q2 2018 | $3,191,000 | +99.8% | 60,018 | +95.1% | 0.00% | +50.0% |
Q1 2018 | $1,597,000 | -25.5% | 30,757 | -24.2% | 0.00% | 0.0% |
Q4 2017 | $2,143,000 | +32.6% | 40,601 | +26.5% | 0.00% | 0.0% |
Q3 2017 | $1,616,000 | +21.0% | 32,106 | +17.6% | 0.00% | 0.0% |
Q2 2017 | $1,336,000 | +393.0% | 27,304 | +380.4% | 0.00% | – |
Q1 2017 | $271,000 | -75.7% | 5,684 | -77.0% | 0.00% | -100.0% |
Q4 2016 | $1,115,000 | +299.6% | 24,663 | +270.0% | 0.00% | – |
Q4 2015 | $279,000 | -97.1% | 6,665 | -97.5% | 0.00% | -100.0% |
Q1 2014 | $9,669,000 | +30.0% | 268,209 | +28.0% | 0.02% | +27.8% |
Q4 2013 | $7,439,000 | +61.4% | 209,538 | +51.1% | 0.02% | +38.5% |
Q3 2013 | $4,608,000 | – | 138,654 | – | 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% |