ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,616 | +97217.6% | 3,200 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $238 | +2.1% | 3,200 | 0.0% | 0.04% | -5.0% |
| Q1 2023 | $233 | +0.9% | 3,200 | 0.0% | 0.04% | -4.8% |
| Q4 2022 | $231 | -99.9% | 3,200 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $212,000 | -5.8% | 3,200 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $225,000 | -9.3% | 3,200 | 0.0% | 0.04% | +10.3% |
| Q1 2022 | $248,000 | -4.2% | 3,200 | 0.0% | 0.04% | +5.4% |
| Q4 2021 | $259,000 | +10.2% | 3,200 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $235,000 | -0.4% | 3,200 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $236,000 | +6.8% | 3,200 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $221,000 | +1.8% | 3,200 | 0.0% | 0.04% | -5.1% |
| Q4 2020 | $217,000 | +6.4% | 3,200 | 0.0% | 0.04% | -4.9% |
| Q3 2020 | $204,000 | -2.9% | 3,200 | 0.0% | 0.04% | -8.9% |
| Q4 2019 | $210,000 | -0.5% | 3,200 | -3.0% | 0.04% | -8.2% |
| Q3 2019 | $211,000 | +3.4% | 3,298 | 0.0% | 0.05% | +4.3% |
| Q2 2019 | $204,000 | – | 3,298 | – | 0.05% | – |
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% |