ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $687,610 | -70.5% | 9,500 | -70.6% | 0.02% | -77.3% |
| Q4 2022 | $2,328,757 | +641.6% | 32,299 | +657.7% | 0.07% | +500.0% |
| Q2 2021 | $314,000 | -85.6% | 4,263 | -87.6% | 0.01% | -93.6% |
| Q3 2020 | $2,186,000 | +110.8% | 34,306 | +100.6% | 0.17% | +132.4% |
| Q2 2020 | $1,037,000 | -38.3% | 17,100 | -47.2% | 0.07% | -66.8% |
| Q1 2018 | $1,680,000 | +105.6% | 32,359 | +109.0% | 0.22% | +328.8% |
| Q4 2017 | $817,000 | – | 15,481 | – | 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% |