ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,495 | -2.5% | 20,653 | +0.1% | 0.35% | -0.6% |
| Q2 2023 | $1,533 | +3.6% | 20,623 | +1.3% | 0.36% | -1.4% |
| Q1 2023 | $1,480 | +1.1% | 20,351 | +0.2% | 0.36% | -6.2% |
| Q4 2022 | $1,464 | -99.9% | 20,309 | +0.6% | 0.38% | -3.8% |
| Q3 2022 | $1,334,000 | -6.6% | 20,183 | -0.8% | 0.40% | -4.8% |
| Q2 2022 | $1,429,000 | -13.1% | 20,352 | -4.0% | 0.42% | -12.1% |
| Q1 2022 | $1,644,000 | -6.5% | 21,198 | -2.5% | 0.48% | -16.0% |
| Q4 2021 | $1,758,000 | +10.2% | 21,732 | +0.2% | 0.57% | -41.3% |
| Q3 2021 | $1,595,000 | +1.1% | 21,696 | +1.2% | 0.97% | -10.5% |
| Q2 2021 | $1,578,000 | +12.4% | 21,432 | +5.6% | 1.08% | +1.6% |
| Q1 2021 | $1,404,000 | +5.1% | 20,296 | +3.1% | 1.07% | +3.0% |
| Q4 2020 | $1,336,000 | +8.8% | 19,677 | +2.1% | 1.04% | +2.2% |
| Q3 2020 | $1,228,000 | +3.4% | 19,266 | -1.7% | 1.01% | +2.3% |
| Q2 2020 | $1,188,000 | +12.1% | 19,593 | -0.1% | 0.99% | -9.9% |
| Q1 2020 | $1,060,000 | -3.8% | 19,622 | +16.9% | 1.10% | -51.1% |
| Q4 2019 | $1,102,000 | +4.6% | 16,792 | +2.2% | 2.25% | -1.5% |
| Q3 2019 | $1,054,000 | -0.7% | 16,438 | -4.4% | 2.28% | -11.1% |
| Q2 2019 | $1,061,000 | – | 17,187 | – | 2.57% | – |
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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% |