ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $17,000 | -75.4% | 255 | -73.9% | 0.00% | -66.7% |
| Q2 2022 | $69,000 | -25.0% | 976 | -17.6% | 0.01% | -14.3% |
| Q1 2022 | $92,000 | +16.5% | 1,185 | +21.4% | 0.01% | +16.7% |
| Q4 2021 | $79,000 | -4.8% | 976 | -13.0% | 0.01% | -14.3% |
| Q3 2021 | $83,000 | -74.4% | 1,122 | -74.5% | 0.01% | -73.1% |
| Q2 2021 | $324,000 | +10.2% | 4,395 | +3.4% | 0.03% | 0.0% |
| Q1 2021 | $294,000 | +174.8% | 4,249 | +159.6% | 0.03% | +116.7% |
| Q4 2019 | $107,000 | -2.7% | 1,637 | -8.1% | 0.01% | -20.0% |
| Q2 2019 | $110,000 | – | 1,781 | – | 0.02% | – |
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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% |