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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $547,000 | -23.6% | 6,766 | -30.6% | 0.04% | -25.0% |
| Q3 2021 | $716,000 | -3.1% | 9,746 | -2.9% | 0.06% | -4.8% |
| Q2 2021 | $739,000 | -0.1% | 10,034 | -6.1% | 0.06% | +6.8% |
| Q1 2021 | $740,000 | -16.5% | 10,691 | -18.1% | 0.06% | -23.4% |
| Q4 2020 | $886,000 | -2.2% | 13,053 | -8.2% | 0.08% | -52.5% |
| Q3 2020 | $906,000 | -27.9% | 14,219 | -31.4% | 0.16% | -32.5% |
| Q2 2020 | $1,257,000 | -17.9% | 20,729 | -26.9% | 0.24% | -26.6% |
| Q1 2020 | $1,531,000 | +58.5% | 28,354 | +92.5% | 0.33% | +68.6% |
| Q4 2019 | $966,000 | +33.8% | 14,727 | +30.7% | 0.19% | +37.6% |
| Q3 2019 | $722,000 | +168.4% | 11,269 | +159.0% | 0.14% | +206.5% |
| Q2 2019 | $269,000 | – | 4,351 | – | 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% |