ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,708 | -4.3% | 949 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $71,803 | -4.2% | 966 | -6.3% | 0.00% | 0.0% |
| Q1 2023 | $74,964 | -5.6% | 1,031 | -6.4% | 0.00% | -33.3% |
| Q4 2022 | $79,415 | +10.3% | 1,101 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $72,000 | -10.0% | 1,096 | -3.9% | 0.00% | +50.0% |
| Q2 2022 | $80,000 | -17.5% | 1,141 | -8.5% | 0.00% | -33.3% |
| Q1 2022 | $97,000 | +18.3% | 1,247 | +23.5% | 0.00% | +50.0% |
| Q4 2021 | $82,000 | +6.5% | 1,010 | -3.7% | 0.00% | 0.0% |
| Q3 2021 | $77,000 | -15.4% | 1,049 | -15.3% | 0.00% | 0.0% |
| Q2 2021 | $91,000 | -29.5% | 1,238 | -33.7% | 0.00% | -33.3% |
| Q1 2021 | $129,000 | -3.7% | 1,867 | -5.2% | 0.00% | 0.0% |
| Q4 2020 | $134,000 | -17.8% | 1,970 | -23.0% | 0.00% | -50.0% |
| Q3 2020 | $163,000 | -65.2% | 2,560 | -66.8% | 0.01% | -62.5% |
| Q2 2020 | $468,000 | +3.3% | 7,716 | -8.0% | 0.02% | -27.3% |
| Q1 2020 | $453,000 | +81.9% | 8,384 | +121.4% | 0.02% | +10.0% |
| Q4 2019 | $249,000 | +632.4% | 3,786 | +621.1% | 0.02% | +566.7% |
| Q3 2019 | $34,000 | – | 525 | – | 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% |