ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,290,479 | +0.8% | 17,829 | +3.5% | 0.34% | +19.0% |
| Q2 2023 | $1,280,276 | +5.1% | 17,224 | +2.9% | 0.28% | -4.4% |
| Q1 2023 | $1,217,939 | +105167.0% | 16,744 | +4.3% | 0.30% | +1.0% |
| Q4 2022 | $1,157 | -99.9% | 16,048 | +10.6% | 0.29% | +13.1% |
| Q3 2022 | $959,000 | +13.9% | 14,506 | +20.9% | 0.26% | +0.4% |
| Q2 2022 | $842,000 | -2.2% | 11,995 | +8.0% | 0.26% | +39.2% |
| Q1 2022 | $861,000 | +324.1% | 11,102 | +301.8% | 0.19% | +313.3% |
| Q3 2021 | $203,000 | +0.5% | 2,763 | +0.5% | 0.04% | +4.7% |
| Q2 2021 | $202,000 | +1.0% | 2,750 | -10.0% | 0.04% | -12.2% |
| Q4 2019 | $200,000 | – | 3,054 | – | 0.05% | – |
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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% |