ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,316 | -96.0% | 557 | -95.9% | 0.01% | -95.9% |
| Q2 2023 | $1,010,070 | +4.3% | 13,589 | +2.0% | 0.15% | 0.0% |
| Q1 2023 | $968,679 | -6.0% | 13,317 | -6.8% | 0.15% | -8.1% |
| Q4 2022 | $1,030,597 | +8.9% | 14,294 | -0.1% | 0.16% | +1.9% |
| Q3 2022 | $946,000 | -3.6% | 14,308 | +2.4% | 0.16% | -1.9% |
| Q2 2022 | $981,000 | -9.5% | 13,975 | 0.0% | 0.16% | +8.1% |
| Q1 2022 | $1,084,000 | +401.9% | 13,975 | +423.0% | 0.15% | +451.9% |
| Q4 2021 | $216,000 | -10.4% | 2,672 | -18.5% | 0.03% | -15.6% |
| Q2 2021 | $241,000 | -23.0% | 3,277 | -27.6% | 0.03% | -30.4% |
| Q1 2021 | $313,000 | -10.8% | 4,526 | -12.5% | 0.05% | -13.2% |
| Q4 2020 | $351,000 | -64.0% | 5,171 | -66.2% | 0.05% | -68.8% |
| Q3 2020 | $976,000 | -36.0% | 15,308 | -39.1% | 0.17% | -44.3% |
| Q2 2020 | $1,524,000 | +12.2% | 25,136 | 0.0% | 0.30% | +7.4% |
| Q1 2020 | $1,358,000 | – | 25,136 | – | 0.28% | – |
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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% |