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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,171 | -81.8% | 2,693 | -82.2% | 0.06% | -82.0% |
| Q1 2023 | $1,098,519 | +101239.4% | 15,102 | +0.4% | 0.34% | -2.9% |
| Q4 2022 | $1,084 | -99.9% | 15,038 | -2.0% | 0.35% | +1.5% |
| Q3 2022 | $1,015,000 | -6.6% | 15,348 | -0.9% | 0.34% | +1.2% |
| Q2 2022 | $1,087,000 | -10.4% | 15,485 | -1.0% | 0.34% | +4.3% |
| Q1 2022 | $1,213,000 | -8.2% | 15,637 | -4.2% | 0.32% | -1.5% |
| Q4 2021 | $1,321,000 | +10.0% | 16,330 | -0.0% | 0.33% | +5.4% |
| Q3 2021 | $1,201,000 | -2.8% | 16,338 | -2.6% | 0.31% | -1.6% |
| Q2 2021 | $1,235,000 | -42.9% | 16,771 | -46.4% | 0.32% | -47.0% |
| Q1 2021 | $2,163,000 | -23.8% | 31,265 | -25.2% | 0.60% | -27.5% |
| Q4 2020 | $2,837,000 | +1.9% | 41,796 | -4.4% | 0.83% | -11.3% |
| Q3 2020 | $2,785,000 | +11.5% | 43,706 | +6.1% | 0.93% | +0.8% |
| Q2 2020 | $2,497,000 | +647.6% | 41,187 | +709.0% | 0.93% | +781.9% |
| Q4 2019 | $334,000 | – | 5,091 | – | 0.10% | – |
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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% |